• SALARY:NONE
  • Louisville, Kentucky

Louisville, Kentucky

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Description

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We are a financial planning practice in St. Matthews that provides comprehensive Financial Planning and Wealth Management services to individuals, families, and business owners in Kentuckiana and across the United States. If you are someone with

  • At least five years of industry experience. A plus if you already hold your securities and insurance licenses. Compensation will be higher if you do!
  • Ability to explain complex ideas in a way that are easy to understand.
  • Great attention to detail, which results in accurate work product.
  • Enjoy a fast-paced environment.

Job duties

  • - Assist Clients with changes to their financial plan
  • Client Service
  • - Responsible for preparing all the elements required for a client meeting, including document preparation, meeting space preparation, and briefing the advisor on any client information or key events.
  • Meeting Preparation & Follow Up
  • Business Processing
    • Responsible for the preparation and completion of applications and service agreements.
    • Responsible for collecting suitability data and ensuring all paperwork is in good order prior to submission.
    • Securing client account statements and other information required to complete paperwork.
    • Entering trades and transactions
    • Running insurance proposals and reprojections

Excellent compensation and benefit package available.

If you know someone who matches these qualifications, we would love an introduction!

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

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