financial planning assistant - Auburn Hills - Blumark

    Blumark
    Blumark Auburn Hills

    3 days ago

    Description

    Blumark Financial Advisors is looking for a goal-oriented individual to join our Financial Planning team.  We are a boutique firm offering holistic solutions to assist our clients in attaining their long-term financial goals.  If you are growth-minded and looking to develop your career while assisting clients in their growth, we are the firm you want to join.  This is a full-time position which can be done in office and/or hybrid.

    RESPONSIBILITIES:

    • Assist Advisors in plan preparation and client service using Money Guide Pro and Wealth Studios.
    • Follow up with new clients to ensure planning process goes smoothly and in timely manner.
    • Prep for Case Study with the advisors.
    • Sitting in on and participating in client meetings.
    • Help advisors build out potential financial options for clients.
    • Data collection from clients – Client outreach via phone and email (people skills, communication skills)
    • Data organization and analysis once collected – Reading comprehension skills
    • Data entry into the planning software – Basic data entry, attention to detail
    • Producing a client-ready deliverable for clients and to submit to AMPF to meet compliance requirements
    • Care about quality of work, desire to learn

    QUALIFICATIONS:

    • Minimum bachelor's degree in finance or related area; or equivalent experience
    • Willing to get the FINRA SIE, Series 7 and Series 66 licenses
    • Strong skills with MS Office Suite, Salesforce or similar CRM software will be mandatory
    • Demonstrable organizational skills and the ability to multi-task is required
    • Attention to detail
    • Strong communication skills both written and verbal

    "We are an Equal Employment Opportunity ("EEO") Employer.

    It has been and will continue to be a fundamental policy of Blumark not to discriminate on the basis of race, color, creed, religion, gender, sexual orientation, age, national origin, veteran or military status, or any other characteristic prohibited by federal, state and/or local laws.

    An Ameriprise Financial franchise.

    Products from RiverSource and Columbia Thrcadneedle Investments am offered by affiliates of Ameriprise Financial Services. LI.C:. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC


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