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Job Details

Financial Planning Assistant

Company name
Ameriprise Financial, Inc.

Newark, DE

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About Ameriprise:

With the right company, life can be brilliant

At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too.

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.

Job Description:

About us

We are an established, busy financial planning practice near Wilmington, Delaware.

About you

You are an integral part of the practice and serve as the primary contact for clients. You’re the voice of the practice on the phone. You are eager to welcome clients and visitors to the office. You pay attention to details and ask questions. You are comfortable with Windows, Office365, and can learn other software.

Salary and benefits:

• Salary commensurate with experience

• Health and disability insurance

• Paid vacation and holidays

• 401(k) plan with employer match

• Health care and dependent care FSA’s


• Process and track new business applications and account transfers

• Execute transactions

• Maintain office calendar

• Manage client correspondence

• Provide professional client service

• Already have or be able to obtain securities and insurance licenses within six months

Required Qualifications:

• Experience in a financial planning practice or broker-dealer

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Company info

Ameriprise Financial, Inc.
Website :

Company Profile
Ameriprise Financial is a global financial leader. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never taken a bailout. Never lost our focus on our clients. That's who we are. During trying economic times our strength, integrity, our breadth of services and personal relationships have made us America’s leader in financial planning.

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