Financial Planning Assistant

Location: Melville, New York

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.

Position Overview

We are seeking a detail-oriented and motivated Financial Planning Assistant to join a fast-paced, collaborative financial advisory practice. This position offers an excitant opportunity to contribute directly to the financial planning process white supporting f financial advisors in delivering a thoughtful and personalized client experience.

The Financial Planning Assistant with gather and organize client information, support the preparation of preliminary financial plans, develop client meeting materials, and assist with ongoing planning and practice management

activities. The successful candidate with be analytic at, highly organized, comfortable working with financial information, and committed to maintaining high standards of client service, confidentiality, and professional ethics.

This position is employed by an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.

Key Responsibilities: