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Financial Planning and Client Service Specialist

Company: Ameriprise Financial
Location: Concord
Posted on: January 4, 2022

Job Description:

Job Description

Step into an instrumental role in our Concord NH primary office location. Help conduct the smooth operation of a fast-paced-and friendly-financial planning and investment office. Work as an employee of an award winning, nationally ranked, independent advisor franchisee in a private wealth practice of Ameriprise Financial. This position offers excellent exposure to, and opportunity for growth in, both the front and back office.

The Specialist will primarily assist financial advisor in the financial planning and investment workflow. 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.

This role provides client relationship support through managing, gathering and analyzing client data, helping to prepare preliminary financial and investment planning as well as follow up and client deliverables. Includes working with clients to resolve ad-hoc issues and special projects as required.


Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions:
Financial Planning & Advice / Product Solutions

  • Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
  • Assist with development of portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product deliverables
  • Prepare appropriate sales material and paperwork for new accounts, product applications, account maintenance and related client service
  • Place trades and monitor account asset allocations and models as directed by the financial advisorClient Care / Business Management
    • Emphasis on delivering a unique client experience that defines and differentiates the practice
    • Maintain client files and records
    • Maintain client contact during the financial planning process
    • Answer client questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
    • Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.
    • Manage and resolve client service problems
    • Perform other allowable duties as assigned by the financial advisor(s)
      Required Qualifications

      Key Traits of a Successful Paraplanner
      • Direct attention to detail and organization
      • Emphasis on quality output and ability to follow-through on multi-step action items
      • Knowledge of general office procedures and investment concepts, practices, and procedures
      • Effective communication with clients and other advisors/staff
      • Confident, polished, and articulate with polite and clear communication skills
      • Emotional competence to handle stressful situations, changing priorities, and a fast-paced environment while still providing a high-level of client service
      • Adherence and respect for rules and regulations as stated and required by advisor, and Ameriprise Financial
      • Positive attitude and sincere willingness to constantly learn and grow within the role
      • Ability to travel to satellite office locations within the state of NHEducation and Other Designations:
        • College degree or higher
        • 2+ years of similar experience
        • Strongly Preferred: Federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses. However, Strong candidates with appropriate education and industry experience who are willing to study, and pass exams will be considered
        • Willingness to pursue higher education and certifications within the finance industryPosition Information:
          • Fulltime: Monday through Friday 8:30 to 5
          • Primary Location: Concord, NH
          • Pay rate: Commensurate with experienceResume submission: Submit resume with cover letter and salary requirements

            About Our Company

            Lamb, Petersen, & Mann Advisory Group is a fast-growing firm with two primary office locations in Concord NH and Scarborough ME, as well as satellite locations across NH. We are an asset management and financial planning franchise of Ameriprise Financial; our services are comprehensive and cover all phases of life from accumulation through to retirement, as well as financial goal tracking and investment planning. With over $600 million in assets under management our growth is constant and derived from organic referrals (we create fans not just clients), P& L management, and mergers and acquisitions. We are looking for an organized, dedicated, confident person to join our amazing team!

Keywords: Ameriprise Financial, Concord , Financial Planning and Client Service Specialist, Accounting, Auditing , Concord, New Hampshire

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