Career opportunities

Help conduct the operation of a financial advisory practice with anindependent franchisee of Ameriprise Financial. Assist in daily businessoperations allowing the advisor to focus on client acquisition and deepeningclient relationships.

Provide support across the business through a variety of differentprojects that may include scheduling meetings, preparing client communications,tracking new business correspondence, setting up and maintaining the clientmanagement system, and coordinating marketing events.

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:

Business Management Projects

• Schedule and prepare agendas and forms for client appointments
• Sit in on client meetings
• Answer client questions
• Copy and follow-up with home office on related issues
• Assist the others in the practice
• Assess the practice’s online and local presence and provide recommendations for improvements
• Coordinate practice marketing events

Client care

• Greet and extend hospitality to clients and document client communications
• Conduct client appointment reminder calls and check-in calls on follow up items
• Prepare correspondence for advisor signature
• Set up and maintain client management system

Key Traits of a Successful Intern:

• Direct attention to detail and organization
• Effective communication with clients, advisors and staff
• Strong computer and phone skills
• Efficient time management, organization, attention to detail, and multitasking skills
• Ability to adhere torules and regulations as stated and required by advisor and AmeripriseFinancial
• 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
• Enrolled college student (Preferably Sophomore or Junior status)

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.

Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects and managing business-as-usual projects such as filing, copying, printing and organizing the logistics of client seminars.

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 assistance

• Prepare correspondence for advisor signature
• Copy and track all client and practice materials including business correspondence
• Copy and follow-up with home office on related issues
• Schedule and prepare agendas and forms for client appointments
• Conduct client appointment reminder calls and check-in calls on follow up items
• Assist others in the practice

Client care

• Greet and extend hospitality to clients and document client communications
• Set up and maintain client management system and track client special events
• Write notes or letters to clients and administer client appreciation tasks

Key traits of a successful Administrative Assistant:

• Strong computer and phone skills
• Effective communication with clients, advisors and staff
• Efficient time management, organization, attention to detail, and multitasking skills
• Ability to adhere to rules and regulations as stated and 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

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. The paraplanner will assist financial advisor(s) in the financial planning workflow. This position will follow the high standards of business and professional ethics and legal and regulatory requirements.

Provide client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and client deliverables, working with clients to resolve issues, coordinating/tracking projects, organizing client seminars 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:

Financial planning and advice/product solutions

• Prepare financial planning recommendations and product solutions for advisor review and use
• Prepare charts, graphs and other visual aids to be used with clients
• Develop portfolio/robust product solution recommendations based on client needs and develop product deliverables

Client care/business management

• Maintain client contact during the financial planning process
• Answer questions and provide information to clients as it relates to servicing their accounts
• Review and update client information for review meetings and attend and participate in client meetings as necessary
• Manage and resolve client service problems

Key traits of a successful Paraplanner:

• 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:

• College degree or higher
• 2+ years of related experience
• Have or be able to obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses