Location: Chicago, IL
Company: Ameriprise Financial
client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize
client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such
as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients.
We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer.
We consider all qualified applicants without regard to race, color, religion, interaction, national origin, genetic information, age, interactionual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group PDN-9ad3b76d-4144-4746-a53f-4d83dbf82aea
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Other Jobs refers to employment positions that do not fall within the standard categories of work normally listed or discussed. These jobs can be unique, unconventional, or specialized, often requiring a diverse skillset or catering to niche markets. They stand out for their distinct nature, offering opportunities for individuals with unique talents or interests to engage in work that may not conform to traditional job roles. Other Jobs can provide flexibility, the potential for creativity, and a departure from the routine, appealing to those seeking a less conventional career path.
Other Jobs is a broader category encompassing a variety of employment positions that do not necessarily fit into standard job classifications. This can include temporary gigs, rare professions, or emerging roles that are still defining their place in the job market. The primary characteristic of Other Jobs is their diversity, offering opportunities that might be unique, unconventional, or highly specialized. Another feature of such jobs is their flexibility, which often attracts individuals seeking non-traditional work schedules or the freedom to pursue multiple interests simultaneously.
