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Posted : Saturday, August 03, 2024 09:50 AM
To assist Financial Advisors in managing and organizing office work flow at an expert level.
The main focus of this position is to help the advisor with all client financial planning needs including, meeting prep for plan meetings, creating/running illustrations, creating/tracking deliverables and client communication regarding the planning process.
*Reports to: *Advisor or AFA *Certificates, Licenses, Registrations, Designations Required:* Series 7, 66 (or 65 & 63) and state Life, Accident & Health; and/or any licenses currently required by Ameriprise Financial.
*Key Responsibilities* *Financial Planning Assistance:* · Enter and update client data into Naviplan or Money Guide Pro · Review and interpret financial statements sent in by clients · Prepare preliminary financial planning recommendations for client meetings including: o Retirement scenarios o Life insurance illustrations · Use data from preliminary recommendations to create presentations for meetings · Create a dialogue with clients during financial planning process and assist them with: o Questions on outside accounts and account held with Ameriprise o Money movement needs o Bank Authorizations · Attend and participate in client meetings as necessary * Execute trades with documented direction from Advisor *Administrative Assistance:* · Assign and delegate work and provide feedback to other planning support staff when appropriate * Plan and prioritize own work schedule * Complete miscellaneous projects in a timely manner as assigned by Advisor *Key Skills/Abilities/Knowledge/Competencies:* For success in this role, an individual must be able to perform each primary responsibility at a basic level.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
*Education and/or Experience:* o Two years’ related experience and/or training; or equivalent combination of education and experience.
o Continuing education – Lifelong learning is expected.
o Required licenses *Language Skills:* o Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations o Able to write reports, business correspondence, and procedure manuals o Able to effectively present information and respond to questions from managers, clients, customers, and the general public.
o Excellent written and verbal communication skills are essential and mandatory *Computer Skills:* o Able to use MS Excel, MS Word, Outlook, Adobe, Skype, accounting software, contact management systems, database software and other software tools as necessary *Technical duties, tasks, and skills:* o Able to process Money Movement requests o Able to prepare and understand a financial plan o Able to navigate the Ameriprise Financial website and guide clients through the website *Other Skills and Abilities:* · It is essential that the Paraplanner role has a high degree of integrity, honesty, commitment and trust.
The financial health, image and goodwill of the company are highly influenced by the person holding this position.
· The successful Paraplanner will have excellent inter and intra personal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view.
· Able to communicate with clients in a professional, clear and concise manner is essential.
· The Paraplanner must exercise discretion in dealing with the personal information of clients.
*Physical Demands:* This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues.
This position operates in a fast paced, highly regulated and ever-changing environment.
There are no significant physical demands other than the endurance required to deal with the fast pace and stresses.
*Work Environment:* The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office.
There are no unusual or significant hazards and reasonable accommodations can usually be made.
Job Type: Full-time Benefits: * Paid time off * Retirement plan Physical setting: * Office Schedule: * Monday to Friday Supplemental pay types: * Bonus opportunities Work Location: In person
The main focus of this position is to help the advisor with all client financial planning needs including, meeting prep for plan meetings, creating/running illustrations, creating/tracking deliverables and client communication regarding the planning process.
*Reports to: *Advisor or AFA *Certificates, Licenses, Registrations, Designations Required:* Series 7, 66 (or 65 & 63) and state Life, Accident & Health; and/or any licenses currently required by Ameriprise Financial.
*Key Responsibilities* *Financial Planning Assistance:* · Enter and update client data into Naviplan or Money Guide Pro · Review and interpret financial statements sent in by clients · Prepare preliminary financial planning recommendations for client meetings including: o Retirement scenarios o Life insurance illustrations · Use data from preliminary recommendations to create presentations for meetings · Create a dialogue with clients during financial planning process and assist them with: o Questions on outside accounts and account held with Ameriprise o Money movement needs o Bank Authorizations · Attend and participate in client meetings as necessary * Execute trades with documented direction from Advisor *Administrative Assistance:* · Assign and delegate work and provide feedback to other planning support staff when appropriate * Plan and prioritize own work schedule * Complete miscellaneous projects in a timely manner as assigned by Advisor *Key Skills/Abilities/Knowledge/Competencies:* For success in this role, an individual must be able to perform each primary responsibility at a basic level.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
*Education and/or Experience:* o Two years’ related experience and/or training; or equivalent combination of education and experience.
o Continuing education – Lifelong learning is expected.
o Required licenses *Language Skills:* o Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations o Able to write reports, business correspondence, and procedure manuals o Able to effectively present information and respond to questions from managers, clients, customers, and the general public.
o Excellent written and verbal communication skills are essential and mandatory *Computer Skills:* o Able to use MS Excel, MS Word, Outlook, Adobe, Skype, accounting software, contact management systems, database software and other software tools as necessary *Technical duties, tasks, and skills:* o Able to process Money Movement requests o Able to prepare and understand a financial plan o Able to navigate the Ameriprise Financial website and guide clients through the website *Other Skills and Abilities:* · It is essential that the Paraplanner role has a high degree of integrity, honesty, commitment and trust.
The financial health, image and goodwill of the company are highly influenced by the person holding this position.
· The successful Paraplanner will have excellent inter and intra personal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view.
· Able to communicate with clients in a professional, clear and concise manner is essential.
· The Paraplanner must exercise discretion in dealing with the personal information of clients.
*Physical Demands:* This position requires the ability to handle significant levels of varied stresses, in particular mental stresses and fatigues.
This position operates in a fast paced, highly regulated and ever-changing environment.
There are no significant physical demands other than the endurance required to deal with the fast pace and stresses.
*Work Environment:* The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm or other professional office.
There are no unusual or significant hazards and reasonable accommodations can usually be made.
Job Type: Full-time Benefits: * Paid time off * Retirement plan Physical setting: * Office Schedule: * Monday to Friday Supplemental pay types: * Bonus opportunities Work Location: In person
• Phone : NA
• Location : 5236 Willing St, Milton, FL
• Post ID: 9004013768
