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Paraplanner/Investment Analyst - Holiday, United States - Threadneedle group
Description
Seeking full-time, in the office, Paraplanner to step into instrumental role in fast-paced, high volume investment advisory and financial planning practice to join our close net family orientated team.
Work as an employee for an independent advisor franchisee with a financial advisory practice of Ameriprise Financial as a supportive, non-sales role employee of the firm.
This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This is a full time in office position, no remote.Position Functions:
Prepare initial product solution, support materials and reports for Advisor(s) to review and use in client meetings
Prepare charts, graphs, tables, letters, and other visual aids to be used in implementation meetings
Develop portfolio and product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product deliverables for the Advisor(s) to review with the client
Understand office investment thesis and connect proper investments to client portfolios and time frames for Advisor(s) review/approval
Conduct ongoing investment research with reports and analysis
Onboard clients and ensure that data is accurately entered and managed within CRM
Prepare letters, running reports, and securely delivering data to clients in timely manner
Accurately complete trades as instructed by advisors (must be licensed accordingly)
Follow work requests to completion
Documentation of notes, trades, and client conversations into CRM
Understand and process money movement request from clients and Advisor(s)
Answering incoming phone calls, questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Proactively and consistently communication with Advisor(s)
Key Traits/Qualifications:
Exceptionally strong organizational and computer skills
Direct attention to detail
Effective communication with clients and Advisors and staff
Polite and clear phone manner
Ability to multi-task and comfortable in a fast-paced environment
Effective time management and must be punctual and dependable
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
Maintain confidentiality with strong ethical standard and professionalism
Ability to support and provide guidance for compliance within the Advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Diligent follow up on to do items, open issues, and checklists.
Education/experience and other requirements:
Experience in Financial Services industry is a must
Some college experience preferred and/or 3-5 years of similar investment related experience
FINRA Series 7, 63 & 66 not required initially but preferred however if not licensed, strong candidates will already have or be able to immediately study for and pass exams for federal and state licenses and registrations for securities, including the Series 7, Series 66, and State life, accident and health insurance licenses
Preferred experience with Salesforce/CRM, Thomson-Reuters, Morningstar Workstation, Outlook, Navi plan and/or other trading platform programs/tools
In-office position
Pay/Benefits:
Competitive pay commensurate with experience (Range starting $50,000 - $60,000)
Medical Benefits (Health and Dental)
Holiday, Sick and Vacation Pay
Simple Retirement Plan with 3% match
Full-time Position, during normal business hours
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.
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 SalaryColorado Residents Only:
The estimated base salary for this role is $50,000 - $60,000 / year. Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location.
In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.
We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being.Closing Date:
[05/05/2024]
Full-Time/Part-Time
Full time
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