Financial Planning Assistant

Boldspire Wealth – Ameriprise -  Virginia Beach, VA

Step into an instrumental role as a full-time Registered Financial Planning Assistant with Boldspire Wealth and the practice of Jim Fisher, an independent advisor franchisee of Ameriprise Financial Services, Inc. located in Virginia Beach, VA. 

In this position, you will be responsible for representing the company in a positive, professional manner as you interface daily with clients.  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.

The ideal candidate for our team will have superb organization, exceptional attention to detail, and high ownership of their responsibilities to help us build and maintain our strong client relationships.

RESPONSIBILITIES:

• Prepping for client meetings (deliverables, portfolio review, etc., review sales opportunities)
• Executing Account Transactions (post meetings and as directed ad-hoc by Financial Advisor)
• Client service calls
• Establish work priorities, ensure deadlines are met and procedures are followed.
• Assist in new business processing and tracking.
• Deliver superior client services including initiating and editing client communications, responding to client requests and overall support to advisors.
• Monitor compliance requirements and complete special projects and other duties as assigned.

QUALIFICATIONS:

• Bachelor’s degree, or pursuing a degree in finance or business preferred
• Well organized, detail oriented, accurate, and have excellent follow-through
• Ability to set priorities and juggle competing priorities.
• Ability to work within a team environment and ability to work seamlessly with clients.
• Client service-focused with genuine desire to help the practice grow
• Team-player, with a can-do attitude and growth mindset
• Have strong written and verbal communication and listening skills.
• Be enthusiastic, adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

CERTIFICATES, LICENSES, REGISTRATIONS, SKILLS:

• Series 7 and 66 or required to obtain within 120 days of employment
• State Life and Health insurance license preferred, or willingness to acquire
• Proficiency in Word, Excel, PowerPoint and Outlook and client resources management software.

COMPENSATION & BENEFITS:

• Salary: $55,000 per year, commensurate with experience
• 401k with a 3.5% match if employee contributes 4% on their own
• Medical and dental coverage available
• Vacation/personal leave, paid holidays, other group benefits

How to Apply:

Please submit your cover letter and resume for consideration.

We look forward to welcoming a dedicated professional to our team!