The Creative Wealth Group franchise of Ameriprise Financial is seeking a Financial Advisory Intern to help take our growing practice to the next level. We are a tight-knit team that takes care of each other and produces at an extremely high level, and the ideal candidate for the role would have these qualities as well.
Helping our clients achieve their financial goals is our top priority, and we have been accomplishing this for more than 25-years.
We are conveniently located in the Lakeview neighborhood of Chicago (ample parking available and near public transportation).
The paraplanner will primarily assist financial advisors in the financial planning workflow.
Qualifications:
- Extremely proficient communications skills
- Must be skilled in using computer programs and must be very comfortable with using any and all types of technology (Microsoft Office Suite, Excel, Word, etc)
- Knowledge of the Financial industry is a big plus, financial experience is preferred.
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.
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.
Position Functions:
60% Financial Planning Advice
- 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
- Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables
40% Client Care/Business Management
- 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 as needed for client review meetings. Attend and participate in client meetings if necessary.
- Manage and resolve client service problems
- Perform other allowable duties as assigned by the financial advisor(s)