Dec 01, 2024
Ameriprise Financial
Allied Wealth Advisors is a highly successful Christian Private Wealth Advisory franchise practice of Ameriprise Financial, LLC, in Lakeland, Florida. We work collectively to serve clients' goals and help them confidently meet their financial futures. We are looking for a full time Executive Assistant/Financial Planning Assistant to join our team. WHY ALLIED WEALTH ADVISORS Core Values: Integrity, teamwork, excellence and respect Career growth opportunities: ongoing CRM and financial planning training Position may be in-office, hybrid or remote Responsibilities: Manage, gather, analyze, and enter/refresh data for client meetings Update financial planning tools and generate meeting presentations Review client meeting notes for follow up actions Create deliverables after client meetings Respond to client requests and inquiries Responsible for coordinating client meeting process Assist colleagues as needed Preferred Qualification:...
Professional Diversity Network
Lakeland, FL, USA
Full-Time