- 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
- 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
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financial planning assistant
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Contract Business Planning Assistant
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Contract Business Planning Assistant
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Contract Business Planning Assistant
4 weeks ago
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Contract Business Planning Assistant
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Assistant Vice President, Transit Planning
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Assistant Vice President, Transit Planning
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Only for registered members Detroit, MIThis is a transit-focused planning professional opportunity based in Southeast Michigan, requiring strong technical skills in data-driven analysis and multimodal network planning. · ...
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Assistant Vice President, Transit Planning
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Assistant Vice President, Transit Planning
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Only for registered members Detroit, MIWe are looking for a transit-focused planning professional based in Southeast Michigan who has strong technical skills in data-driven analysis, multimodal network planning, and transportation systems. · Bachelor's Degree in Transportation Planning, Urban Planning, or a related fi ...
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Assistant Vice President, Transit Planning
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This is a full-time role located in Sterling Heights, MI. The Executive Assistant will facilitate every necessary responsibility of the Managing Director to run and grow the firm. · Experience in Financial Planning (insurance, annuities, securities, general planning) · Expertise ...
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Project Quality Engineer
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Quality Engineer
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Sales and Operations Planning Manager
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Only for registered members Auburn HillsYour Job · Guardian Glass is looking for a Sales and Operations Planning Manager to join our team · This role can be based out of DeWitt IA, Richburg SC, or Auburn Hills MI. · This is a highly visible newly created role where your ability to influence analyze and lead through col ...
financial planning assistant - Auburn Hills - Blumark
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:
QUALIFICATIONS:
"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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financial planning assistant
Only for registered members Auburn Hills
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Financial Planning Assistant
Only for registered members Auburn Hills, MI
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Contingent Discharge Planning Assistant
Part time Only for registered members Pontiac
-
Contingent Discharge Planning Assistant
Only for registered members Pontiac, MI
-
Contract Business Planning Assistant
Only for registered members Farmington Hills
-
Contract Business Planning Assistant
Freelance Only for registered members Farmington Hills
-
Contract Business Planning Assistant
Only for registered members Farmington Hills
-
Contract Business Planning Assistant
Only for registered members Farmington Hills, MI
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Contract Business Planning Assistant
Only for registered members Farmington Hills, MI
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Assistant Vice President, Transit Planning
Full time Only for registered members Detroit
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Assistant Vice President, Transit Planning
Only for registered members Detroit, MI
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Assistant Vice President, Transit Planning
Only for registered members Detroit
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Assistant Vice President, Transit Planning
Only for registered members Detroit, MI
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Assistant Vice President, Transit Planning
Only for registered members Detroit, MI, United States
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Executive Assistant to Managing Director, Financial Planning
Only for registered members Sterling Heights
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Purchasing/Material Planning Assistant -- Industrial Manufacturer (35910)
Only for registered members Novi, MI
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Project Quality Engineer
Only for registered members Auburn Hills
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Technical Support Analyst
Only for registered members Auburn Hills
-
Certified Therapeutic Recreation Specialist
Only for registered members Auburn Hills
-
Quality Engineer
Only for registered members Auburn Hills
-
Sales and Operations Planning Manager
Only for registered members Auburn Hills