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Paraplanner/Associate Financial Advisor
Location:
Glen Allen, VA
Description:
Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share passion for doing quality work and helping people achieve their goals. Our firm is comprised of six Certified Financial Planners (CFP) and six administrative assistants. Each partner serves approximately 200 client households and collectively the firm manages over $750M in client investments held mostly in fee-based wrap accounts. All members of our firm are dedicated to comprehensive financial planning and asset management. We enjoy a fun, team-focused environment where each person is valued and treated with respect.For new applicants, the credentials outlined below are preferred but not required when applying for the paraplanner position. As you train and complete the required licenses and registrations, you will progress to the position of Associate Financial Advisor (AFA).FINRA SIE examFINRA Series 7FINRA Series 66Life/health & variable insurance licenses(s) Typical Paraplanner/AFA responsibilities include, but are not limited to: Meet and greet clients upon arrival for meetingsManage and resolve client service problemsHelp support financial plan construction and create allocations for client portfolios in various software toolsAssist and collaborate with lead advisor during client visitsPrepare charts, graphs, tables, and other visual aids to be used in implementation meetings with clientsWork alongside the lead advisor to create client presentation deliverables and pre/post meeting follow-upsPerform other allowable duties as assigned by the financial advisor(s) Qualifications: Candidates must demonstrate effective organizational skills, written/verbal communication, and critical thinking to manage their workload without supervision. Attention to detail and a team player mindset are essential traits.Basic mastery of Microsoft Office applications such as Word, Excel, and Outlook as well as internet applications is required. Training on proprietary software will be provided. Compensation: Salary commensurate with experience and licenses, in addition eligible for annual bonus and benefits. Details of this will be discussed in future interviews. Future dynamics of this role: Could include the career path of a fully licensed, client facing financial advisor.This position is full time and requires in office training with potential transition to a hybrid work environment of in office and work from home capabilities.At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.This position is with an Ameriprise Financial Franchise owner.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time PDN-9be77b19-043e-4377-8247-773cee46b915
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More About this Listing: Paraplanner/Associate Financial Advisor
Paraplanner/Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Ameriprise Financial located in Glen Allen VA. Find other listings like Paraplanner/Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Paraplanner/Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Ameriprise Financial located in Glen Allen VA. Find other listings like Paraplanner/Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.