• SALARY:NONE
  • Dallas, Texas

Dallas, Texas

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Description

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Position Functions

60% Financial Planning and Advice

  • Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
  • Enter client data into Financial Planning Tool Suite
  • Run illustrations and hypotheticals for use in client meetings
  • Perform analysis and prepare preliminary financial planning recommendations for advisor review
  • Develop portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product deliverables

40% Client Care / Business Management

  • Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
  • Review and update client information as needed for client review meetings. Attend and participate in client meetings as necessary.
  • Service, manage and resolve client issues.
  • Perform other allowable duties as assigned by the financial advisor(s)

Key Traits of a Successful Financial Planning Specialist

  • Independent and confident self-starter who can work well with minimum supervision
  • Able to work in a fast-paced environment while managing multiple tasks/projects with competing deadlines and priorities
  • Excellent professional development skills such as teamwork and collaboration, work planning, time management and prioritization
  • Direct attention to detail and organization
  • Effective communication with clients and other advisors/staff
  • Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
  • Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations

  • College degree or higher
  • 2+ years of similar experience
  • Be able to study for and pass federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

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.

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

Requisition Number