Financial Planning / Client Service Specialist

Our Culture:

Our advisor has been listed in the Forbes Best-in-State Wealth Advisor list for 5 years in a row. We are built on strong values and principles as we strive to uphold the highest levels of integrity, honesty, thoughtfulness, and care while delivering excellent advice. Mission of the practice is to help clients achieve their dreams for generations to come through personalized service and knowledge.

Position Description:

• Provide client relationship support for existing high net worth professionals and small business owners.
• Learn to conduct financial analysis and review of each client specific situations to support the advisors for the client meetings.
• Opportunity to leverage your Client Service expertise by providing customized Financial Planning, foundational portfolio needs, and complex Client Service issues.
• Required to coordinate with CPAs, Attorneys, and Pension Administrators to ensure effective implementation of strategies and advice.

Desired Qualifications:

• An individual with a deep passion for the profession and work with high-net-worth client with positive attitude and integrity.
• Ability to assess client financial situations and explore Financial Planning solutions including analyze portfolios.
• Ability to adhere to rules and regulations as required by advisor, Ameriprise Financial and FINRA.
• Bachelor’s Degree required; CFP preferred.
• 2 to 4 years of analytical and professional experience in a related field.
• Must be proficient in Microsoft Excel.
• FINRA Series 7, 63 and/or 66 required.
• Morningstar, Thomson Reuters, Salesforce CRM, and NaviPlan experience preferred.

Desired Skills:

• Strong analytical skills, ability to do independent research and pay attention to detail.
• Strong team player and sincere willingness to constantly learn and grow.
• Strong self-confidence, interpersonal skills, and time management skills.

Benefit Package

• Stability and opportunity for growth and development within a successful practice.
• Competitive base salary & benefits.
• Company sponsored 401k and profit-sharing plan.
• Tuition reimbursement for career development.
• Medical benefits
• Fun Perks: Holiday Celebrations, Team Social Events, and Employee Enrichment Trainings/Activities.