Financial Planning Assistant

Expires on March 21, 2026

Internship Accounting, Data Analytics, Economics & Finance

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

This position completes tasks which allow the advisor(s) to focus more time and energy on client acquisition and deepening client relationships. The planning assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.

Assist financial advisor(s), associate financial advisor(s), and the Financial Planning Department in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role focuses on delivery of complex and accurate financial planning analysis and advice delivered to clients in a clear and timely manner.

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

80% Administrative / Business Management

• Prepare correspondence for advisor signature
• Copy and follow-up with home office on related issues
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
• Assist the associate financial advisor(s) and advisor(s)
• Perform other allowable duties as assigned by the financial advisor(s)
• Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings.
• Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients.
• Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
• Review and update client information and analysis as needed for client review meetings.
• Attend and participate in client meetings if necessary.
• Manage and resolve client service problems related to planning.
• Work with and oversee team members in the financial planning department.
• Perform other allowable duties as assigned by the financial advisor(s).

20% Client Care

• Greet clients upon arrival
• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation tasks
• Document client contact/calls

• 2+ years of experience in the financial services industry
• Working knowledge of financial services industry and products
• Strong sense of ownership, ability to work quickly and accurately on multiple projects
• Direct attention to detail and organization
• Effective communication with other advisors/staff and clients
• Effective and efficient time management
• Excellent verbal, written, analytical, and organizational skills
• Proficiency with MS Word, Excel, Outlook, and financial planning software such as Naviplan or Money Guide Pro
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice
• Ability to multi-task
• Positive attitude and sincere…