Salary Job Openings

Financial Planning Assistant

Ameriprise Financial Services, LLC - Polaski,...
Mishawaka, IN Full Time
POSTED ON 3/4/2024 CLOSED ON 4/2/2024

Job Posting for Financial Planning Assistant at Ameriprise Financial Services, LLC - Polaski,...

FINANCIAL PLANNING ASSISTANT ROLE

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist in daily business operations allowing the advisor to focus on client acquisition and deepening client relationships.

This role provides client relationship and general practice management support through gathering client data, preparing client deliverables and touch points, organizing client files, coordinating/tracking projects, organizing the logistics of client seminars, setting up new business, and performing other business management tasks as needed.

Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position functions:

Administrative/business management

  • Prepare correspondence for advisor signature
  • Copy and follow-up with home office on related issues
  • Coordinate marketing events
  • Schedule, prepare agendas and forms, and conduct reminder and follow-up calls for client appointments
  • Answer questions and provide readily available information to clients
  • Manage the flow of wholesalers in the office. Submit and track invoices for payments
  • Assist the others in the practice

Client care

  • Greet clients upon arrival
  • Set up and maintain client management system
  • Write notes or letters to clients and administer client appreciation tasks
  • Document client contact/calls

Key traits of a successful Planning Assistant:

  • Effective communication with clients, advisors and staff
  • Efficient time management, attention to detail, organization, and multi-tasking skills
  • Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
  • Ability to support and provide guidance for compliance
  • Positive attitude and sincere willingness to continually learn and grow

Education and other designations:

  • High school degree or higher

This position will be an employee of an independent Franchise Advisor, not of Ameriprise Financial.

Top Paid Life Insurance Agents
Viewpoint Financial -
South Bend, IN
View Job Details
Life Insurance Agent - No Cold Calling / Door Knocking
Viewpoint Financial -
South Bend, IN
View Job Details
Looking for Career / Professional Insurance Sales Reps
Viewpoint Financial -
South Bend, IN
View Job Details

Salary.com Estimation for Financial Planning Assistant in Mishawaka, IN
$29,099 to $37,207
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

Sign up to receive alerts about other jobs with skills like those required for the Financial Planning Assistant.

Click the checkbox next to the jobs that you are interested in.

  • Account Reconciliation Skill

    • Income Estimation: $31,669 - $40,880
    • Income Estimation: $32,996 - $40,971

  • Data Control Skill

    • Income Estimation: $34,431 - $43,816
    • Income Estimation: $34,967 - $46,225
This job has expired.
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Financial Planning Assistant jobs in the Mishawaka, IN area that may be a better fit.

Laboratory Assistant – Phlebotomist/Evenings

Laboratory Assistant/Phlebotomist, Rochester, IN

Financial Aid Assistant Director

University of Notre Dame, Notre Dame, IN

View More Jobs