Analyst Financial Advisory Support

Ameriprise is seeking a Financial Advisory Support Analyst to assist financial advisors in providing outstanding client service. This role involves managing office workflow, preparing financial plans, conducting investment research, and handling client communications and administrative duties.

• Assist financial advisors in servicing clients
• Prepare basic financial plans and conduct investment research
• Manage client communications and administrative tasks
• Support new business paperwork submission and tracking
• Assist with marketing events and social media presence
• Willingness to obtain necessary financial certifications