Support Financial Advisor

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Vision insurance

Wellness resources

About the Role :

Join Siebenmorgen & Associates, a private wealth advisory practice of Ameriprise Financial as a Support Financial Advisor, where you'll play a crucial role in helping clients achieve their financial goals. This position offers an exciting opportunity to work alongside experienced financial professionals in a dynamic and supportive environment.

Responsibilities :

• Assist in preparing financial plans and investment strategies for clients.
• Follow up on action items from client meetings to ensure satisfaction.
• Manage and maintain client portfolios, ensuring accurate and timely updates.
• Collaborate with advisors to analyze market trends and investment opportunities.
• Provide exceptional customer service and support to enhance client relationships.
• Prepare and organize client documentation and reports for meetings.
• Stay informed on financial regulations and industry developments.
• Participate in team meetings and contribute to the growth of the practice.

Requirements :

• Bachelor's degree in Finance, Business, or a related field.
• Previous experience in a financial services or advisory role preferred.
• Strong interpersonal and communication skills to engage with clients effectively.
• Proficient in financial software and Microsoft Office Suite.
• Ability to work collaboratively in a team-oriented environment.
• Detail-oriented with strong organizational skills.
• FINRA Series 7 and Series 66 licenses.
• Positive attitude and a passion for helping clients achieve financial success.

About Us :

Siebenmorgen & Associates - a private wealth advisory practice of Ameriprise Financial has been serving the Fort Smith community for over 35 years, providing tailored financial solutions that empower clients to make informed decisions. Our commitment to excellence and client satisfaction has earned us a reputation as a trusted partner in financial planning, making us a great place for employees to grow and thrive.