Investment Specialist
Investment Specialist
Posted on :
06-04-2025
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1 Vacancy
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Job Description
Investment Specialist Assistant
Hours per Week: 3540 Pay
Rate: $31 $41/hr. depending on experience
Step into a dynamic and diversified experience as an assistant investment specialist in our Financial Planning Practice. This role provides investment opportunities through a variety of different projects.
Job Overview
- Run illustrations and hypotheticals
- Develop appropriate product deliverables
- Actively run review and communicate practice investment reports
- Manage timelines and tracking for key calendar events (e.g. RMDs tax filing deadlines etc.
- Monitor economy markets and world events to determine any required strategic rebalancing
- Provide and implement transaction/trade recommendations in compliance and Ameriprise firm standards
- Assist the paraplanner(s) associate financial advisor(s) and advisor(s) with ongoing/quarterly portfolio analysis and portfolio management
- Record all client followup appropriately (CRM and OFM)
Preferred Skills
- Punctual Confidentiality
- SelfManagement Direct attention to detail and organization
- Effective communication with advisors/staff
- Effective and efficient time management
- Results and detailoriented
- Technology Microsoft Office
- Writing and branding materials visually appealing
Key traits of a successful assistant Investment Specialist:
- Ability to work autonomously
- Ability to support and provide guidance for compliance
- Positive attitude and sincere willingness to constantly learn and grow
- Ability to adhere to rules and regulations as stated and required by advisorAmeriprise Financial
Education and other designations:
- College degree or higher or enrolled college student (Senior status majoring in Business/Finance)
- At least 1 year experience in investment or wealth brokerage services
- Already have or be able to study for and pass exams for federal and state licenses and registrations for securities includingSIE Series 7 Series 66 within 6 months of hire
Benefits:
- Option to participate in 401K with a 4 match eligible after one year of service
- Option to participate in group disability policy
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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