Financial Planning Assistant

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Paid time off

Join Our Team!

We would love to have you join our team at Reliant Wealth Advisors! We offer a competitive wage, robust time-off policy, paid holidays, bonuses, retirement program and much more! We are a Private Wealth Advisory Practice of Ameriprise Financial, LLC and our focus is on comprehensive financial planning. We get to know our clients on a personal level and maintain a high degree of trust which allows for deeper conversations about our clients future financial decisions.

Would you like to join our amazing team? The Financial Planning Assistant is a full-time position that provides client relationship support. You will be interacting directly with clients to process transactions, ensure accuracy, and familiarize clients with various technology tools and capabilities available to them through Ameriprise Financial. A high degree of detail orientation combined with warm interpersonal skills are important traits for this position. Prior experience and a genuine interest in the financial industry is preferred, however the ability and willingness to learn new things is crucial.

Responsibilities :

• Provide outstanding customer service to clients including calls and responding to emails in a timely manner
• Ensure accurate account setup and resolve issues
• Respond to client questions and provide information, insight, and recommendations to increase efficiency and utilization of various tools
• Maintain client management system in Salesforce
• Process transactions requests as received
• Assist in client meetings

What We Offer You :

• Competitive base pay : $60,000-$70,000 / year
• Bonus pay : Variable
• 401(k) Retirement Saving Plan with profit sharing
• Monthly health care stipend
• 3 weeks paid vacation
• 9 Paid holidays
• Flexible summer Fridays
• Professional Development Assistance

Check us out : https : / / www.ameripriseadvisors.com / team / reliant -wealth-advisors / financial-advice-team /

Job Type : Full-time

Benefits :
• 401(k)
• 401(k) matching
• Paid time off
• Professional development assistance

Compensation Package :

• Bonus opportunities

Work Location : In person

Requirements : Background Check