Financial Planning Assistant: Client-Focused & Detail-Driven
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Banking & Finance, Finance Assistant
Job Description & How to Apply Below
Ameriprise Financial is seeking a diligent Financial Planning Assistant to support a fast-paced advisory practice. You will gather client data, help prepare preliminary financial plans, and develop materials for client meetings while maintaining confidentiality and high professional standards.
Ideal candidates are detail-oriented, organized, and able to manage multiple priorities, with strong communication skills and a willingness to learn financial planning concepts.
The Financial Planning Assistant:
Client-Focused & Detail-Driven role at Ameriprise Financial Services, LLC is now open for applications in Melville, NY, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 55.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Planning Assistant:
Client-Focused & Detail-Driven role in the description above.
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