About this role
Are you ready to take the next step in your financial services career? Strand and Associates is seeking a motivated and detail-oriented individual for a hybrid Paraplanner and Client Service Associate role to join our team.
This role offers a mix of client-facing responsibilities and behind-the-scenes financial planning support, ideal for someone who is organized, proactive, and excited to contribute to a growing practice.
Key Duties and Responsibilities:
Client Scheduling and Coordination: Proactively engage clients to schedule meetings and gather client information and documentation ahead of meetings. Manage client records, maintain CRM system and other additional client support as needed.
Meeting preparation and follow-up: Gather and organize client data for meeting preparation and complete various post-meeting follow ups. Prepare clear, accurate, client-focused meeting summaries. Coordinate with advisors for client follow up tasks, including forms, money movements, and applications.
Financial Planning Support: Assist advisors with preparing client financial plans including the use of financial planning software and spreadsheets as well as other analytical tools. Gather and organize client data from internal systems and external sources. Ensure compliance with firm policies and requirement in all planning activities.
Marketing & Communications: Support marketing efforts by drafting and publishing social media content, coordinating digital campaigns, organizing client events, and tracking performance metrics to enhance client and prospect engagement.
Team Collaboration: Support advisors and other team members to ensure smooth operations and exceptional client service.
Desired Skills & Qualifications:
Strong organizational and time-management skills.
Excellent verbal and written communication skills.
Detail-oriented with a high level of accuracy.
Strong passion for delivering exceptional client service.
Bachelor’s degree required.
Minimum of 2 years of experience in the financial services industry preferred.
Knowledge of client relationship management (CRM) systems preferred.
Familiarity with financial planning software such as Money Guide and Ameriprise technology systems is a plus.
Candidates actively pursuing Series 7 and Series 66 licenses are encouraged to apply.
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.
Base Pay Salary
Full-Time/Part-Time
Other facts
About Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
What you'll do
- The role involves client scheduling and coordination, meeting preparation and follow-up, and providing financial planning support to advisors. Additionally, it includes marketing and communications tasks to enhance client engagement.
Ready to join Ameriprise Financial Services, LLC?
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