Financial Planning Assistant - Pasadena, United States - Ameriprise Financial

Ameriprise Financial
Ameriprise Financial
Verified Company
Pasadena, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

The financial planning assistant supports the financial advisor by crafting financial plans for clients. Responsibilities include accompanying the advisor in client meetings to grasp their financial objectives, collecting necessary information like tax returns and investment account statements, and preparing the financial plan utilizing Naviplan software. Additionally, the assistant will assist with general administrative duties.



Requirements:

  • Understanding of financial concepts and services
  • Background in banking, wealth management, or public accounting
  • Solid analytical abilities for research and data interpretation
  • Proficiency in utilizing financial tools and software
  • Exceptional organizational skills with keen attention to detail
  • Effective communication skills for collaboration with team members and clients


Pay Range: $55,000.00 - $65,000.00 per annum



Benefits:

  • 401(k)
  • 401(k) matching
  • Disability insurance
  • Health insurance
  • Life insurance
  • Paid time off


Compensation Package:

  • Bonus opportunities


Schedule:

  • 8-hour shift


Ability to Relocate:

  • Pasadena, CA 91101: Must relocate before commencing employment (compulsory)


Work Location: Hybrid remote in Pasadena, CA 91101

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