Executive Assistant/Financial Planning Assistant

Allied Wealth Advisors is a highly successful Christian Private Wealth Advisory franchise practice of Ameriprise Financial, LLC, in Lakeland, Florida. We work collectively to serve clients' goals and help them confidently meet their financial futures. We are looking for a full time Executive Assistant/Financial Planning Assistant to join our team.
WHY ALLIED WEALTH ADVISORS
Core Values: Integrity, teamwork, excellence and respect
Career growth opportunities: ongoing CRM and financial planning training Position may be in-office, hybrid or remote

Responsibilities:

• Manage, gather, analyze, and enter/refresh data for client meetings

• Update financial planning tools and generate meeting presentations

• Review client meeting notes for follow up actions

• Create deliverables after client meetings Respond to client requests and inquiries

• Responsible for coordinating client meeting process Assist colleagues as needed

Preferred Qualification:

• Bachelor's degree

• 2+ years of experience in the financial services industry

• Proficient in: Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) CRM/Salesforce

• Ability to analyze, prioritize, organize and problem solve Excellent communications skills, written and verbal

• Self-motivated, proactive and detail-oriented Ability to work independently

Benefits:

• Retirement plan with employer match

• Paid time off and holidays

• Personal financial planning with an experienced financial advisor

Compensation:

• Salary: 65K

• Bonus: performance based

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.

Full time