Analyst Financial Advisory Support
Core
Support financial advisors in servicing clients, managing office workflow, and delivering a unique client experience. (via careerplan.io/jobs/3400-analyst-financial-advisory-support-at-ameriprise)
Role type
Financial Advisory Support Analyst
Builds
Client financial plans, investment research, trade transactions, and marketing compliance documentation
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning basics, investment research, trade execution, meeting coordination, new business paperwork processing, marketing event coordination, expense management, client file setup, social media support, MS Office proficiency, attention to detail, SLA adherence
Preferred skills
Experience interacting with advisors or U.S. business partners, exposure to mutual funds/insurance/retirement products, willingness to obtain licensing certifications (SERIES 7, State Securities, State IAR, State Insurance)
Responsibilities
Prepare basic financial plans, conduct investment research, complete trades and transactions, schedule and summarize client meetings, prepare new business paperwork and track applications, coordinate marketing events, process expense reports, set up client files, assist with social media presence
Seniority
Entry-level (0-1 year experience or 1-year diploma)