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Form of workAbout Us:
Jensen & Associates is a Private Wealth Advisory practice of Ameriprise Financial located in Chicago, IL. Our mission is to partner with clients in a long-term, trusted financial advisory relationship; deliver objective and tailored financial advice; and bring our clients the peace of mind that comes from having a plan to achieve financial freedom. An intern within our practice will consistently follow high standards of professional ethics and will adhere to regulatory and internal compliance requirements to operate in our clients’ best interest.
We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.
The practice has worked almost entirely remote for two years through the utilization of Microsoft Teams video conferencing software and currently works across time zones with multiple team members. Our success in working remotely allows for us to consider candidates who do not reside in Chicago as well. Candidates are however required to reside within the United States.
Job Responsibilities
Assist the team with preparing client meetings
Collecting, organizing and entering client information in our systems
Completing practice and client-specific projects as needed
Communicating with external business partners and clients
Qualified candidate must have or be able to demonstrate:
High attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor & Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor’s practice
Positive attitude and sincere willingness to constantly learn and grow
Required Qualifications
A genuine interest in the financial services industry.
Be actively pursuing a degree, preferably in business, finance, accounting or other relevant degree program. However, liberal arts majors are also encouraged to apply.
Be achieving a minimum 3.0 out of 4.0 GPA and continue to achieve at a high level in your schooling while working.
Extensive knowledge and use of Microsoft Office, including Outlook, PowerPoint, and Excel.
There are multiple career progression opportunities within the practice including becoming a financial advisor or leading our marketing and client relationship areas.
Pay and Benefits:
Competitive hourly pay based on our industry analysis and your experience.
Legal Requirements:
Fingerprinting and background check is required for this position based on SEC Regulations
Encouraged to apply:
Those with experience within the financial services industry with an interest in Private Wealth Management and direct client service and interaction.
Those with strong, demonstrated analytical skills and a desire to grow within our practice.
Candidates that have gone through a recent career transition
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
