Investment Specialist

Investment Specialist Assistant

Hours per Week: 35-40 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 follow-up appropriately (CRM and OFM)

Preferred Skills

• Punctual • Confidentiality
• Self-Management • Direct attention to detail and organization
• Effective communication with advisors/staff
• Effective and efficient time management
• Results and detail-oriented
• 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 advisor, Ameriprise 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, including SIE, 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