[Remote] Financial Planning Assistant

Note: The job is a remote job and is open to candidates in USA. Ameriprise Financial is a company dedicated to helping clients achieve their financial goals while fostering an inclusive and collaborative culture for its employees. The Financial Planning Assistant will represent the company positively while assisting a Financial Advisor in servicing clients and supporting wealth management activities. Responsibilities include client communication, financial data management, and compliance monitoring.ResponsibilitiesCollect and input clients’ financial situation in financial planning softwareSupport wealth management research, trading, performance tracking, etcPrepare for client meetings (deliverables, portfolio review, illustrations, and opportunities)Assist in new business processing and trackingDeliver superior client services including initiating and editing client communications, responding to client requests and overall support to advisors and various professionalsFollow work priorities, ensure deadlines are met and procedures are followedMonitor compliance requirements and complete special projects and other duties as assignedSkillsSelf-motivatedSuperb organization skillsExceptional attention to detailHigh ownership of responsibilitiesAbility to represent the company in a positive, professional mannerAbility to interface daily with clientsAbility to follow high standards of business and professional ethicsAbility to adhere to legal and regulatory requirementsAbility to collect and input clients' financial situation in financial planning softwareAbility to support wealth management research, trading, performance tracking, etcAbility to prepare for client meetings (deliverables, portfolio review, illustrations, and opportunities)Ability to assist in new business processing and trackingAbility to deliver superior client services including initiating and editing client communicationsAbility to respond to client requests and provide overall support to advisors and various professionalsAbility to follow work priorities, ensure deadlines are met and procedures are followedAbility to monitor compliance requirements and complete special projects and other duties as assignedCompletion of FINRA license exams – SIE, Series 7, Series 66 and insurance licenses within 90 days of hireCompletion of Accredited Portfolio Management Advisor (APMA) within 60 days of completion of SIE, Series 7, Series 66, and Life and HealthBenefitsOnce licenses and AMPA designation are complete there will be an increase.As the individual grows and develops their skills as an Associate Financial Advisor, there will be the opportunity for greater compensation, in the form of a bonus, based on the growth of the practice and the clients they service.Company OverviewAt Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is https://www.kpsinc.net.Company H1B SponsorshipAmeriprise Financial Services, LLC has a track record of offering H1B sponsorships, with 20 in 2026, 105 in 2025, 74 in 2024, 62 in 2023, 105 in 2022, 82 in 2021, 73 in 2020. Please note that this does not guarantee sponsorship for this specific role.