Wealth Management Associate

Responsibilities

• Client & Advisor Support:
• Serve as a primary point of contact for routine client inquiries
• Support preparation for client meetings, including gathering and updating financial data
• Attend client meetings as needed and assist with follow-up actions
• Resolve client service requests in a timely and professional manner
• Financial Planning & Investment Support:
• Prepare financial planning deliverables (charts, reports, and presentations)
• Assist in developing portfolio recommendations aligned with client goals and risk tolerance
• Support portfolio reviews, reporting, and rebalancing activities
• Monitor account activity and assist with trade coordination
• Operations & Account Management:
• Process new accounts, transfers, and account updates
• Coordinate with custodians and internal partners to complete account activity
• Maintain accurate client records and ensure compliance with regulatory requirements
• Support ongoing data management and reporting needs
• What Success Looks Like:
• Strong attention to detail and follow-through
• Clear and professional communication with clients and team members
• Ability to manage multiple priorities in a fast-paced environment 60% Finan& Prod
• Education and Other Designations:
• College degree preferred.
• 2-5+ years of similar experience.
• Experience with Salesforce CRM
• Experience with Envestnet and Thompson ONE
• Currently holds or is willing to obtain within 6 months of hire: Series 7, Series 66, and applicable state life, accident, and health insurance licenses
• Employee Benefit Package:
• We offer a competitive benefits package that includes:
• Health insurance
• Dental insurance
• Vision insurance
• Paid Time Off (PTO)
• SIMPLE IRA retirement plan
• Base Pay Salary
• $55,000 to $65,000/ Year
• Full-Time/Part-Time
• Full time
• We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Benefits

Additional Information

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Job Description Join a growing, client-focused financial planning practice where you will play a key role in delivering a high-quality client experience and supporting investment and planning activities. This role offers broad exposure to financial planning, portfolio management, and client relationship management. You will partner closely with advisors to support day-to-day operations, prepare client deliverables, and help drive a smooth and professional client experience.

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