Licensed Sales Assistant/Paraplanner
Ameriprise Financial - Fairfax, VA

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Please note: Your application to this job will be a direct email to an Ameriprise recruiter. When you apply, simply submitting an email address does not mean you've applied. Please, ensure you complete the entire application process to be considered a candidate. If you are having difficulty applying for this job or you're leveraging a free email account (ie: gmail, yahoo, hotmail, etc.) please email your resume directly to Rukshila.x.pitawala@ampf.com.

We are seeking a motivated and career oriented individual to support our team of experienced and successful financial advisors.

Primary Duties & Responsibilities:
  • Assist financial advisors in the preparation of written Client Service Review materials and financial planning/investment letters and proposals.
  • Implement trades, transactions and money movements as directed by advisors and clients.
  • Review client financial statements, documents and other data.
  • Prepare financial planning recommendations for the client.
  • Provide investment and financial planning research.
  • Interact with clients, peers and corporate office employees to solve problems, facilitate operations and solicit information as needed.
Requirements:
  • Basic knowledge of financial services products and strong desire to learn the financial planning and investment management process.
  • 4 year college degree or minimum 3 years industry experience.
  • Series 7 & Series 66 licensed or willing to get licensed within a reasonable amount of time.
  • VA Life, Accident & Health License (LAH) is beneficial.
  • High level of computer efficiency including Microsoft Office Tool Suite.
  • Strong interpersonal skills and client service experience is a plus.
Interested parties should respond with the words "paraplanner-fairfax" in the subject line.

  • Location: Fairfax, VA.
  • Compensation: $38-$42k annual plus discretionary bonus based on individual and team performance.

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About this company
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It's no surprise that Ameriprise Financial is a leading provider of financial advice. The company offers financial planning, products,...