Job Description
Company: EPIC Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Website: EPICwp.com
Address: 250 N Westlake Blvd Ste 200, Westlake Village, CA 91362
Role:
· Works directly with the Financial Planning and Client Service team
· Contact and follow up with clients to obtain requested financial planning documentation and information
· Maintain all advice deliverable templates
· Creation and completion of advice deliverables
· Track status of all financial planning relationships
· Ensure all client data is organized and accessible to appropriate Financial Planning team members and advisors
· Debrief with advisors following annual planning meetings with clients
· Ensure financial plans are completed within 30 days of debrief date
· Upload all completed financial plans
· Scan all client and meeting documentation and file appropriately
· Participate in weekly Case Prep meeting with advisors for upcoming meetings
· Produce presentations for client meetings
Skills & Qualifications:
Proficient with Microsoft Office Suite (Word, Excel, Outlook); Experience in financial industry a plus; ability to communicate professionally and positively with clients; Ability to navigate multiple applications; Must be able to pass a background check; Understand and follow FINRA guidelines
Job Type: Full-Time In-Person
Work Remotely: No
Location: Westlake Village, CA
Wage: $22-24/hr depending on experience
Number of positions: 1
Close Date : Until filled
Contact: Lauren Proctor at lauren.proctor@ampf.com
Job Type: Full-time
Pay: $22.00 - $24.00 per hour
Expected hours: 40 per week
Benefits:
Dental insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Professional development assistance
Retirement plan
Schedule:
~ Monday to Friday
Ability to Commute:
~ Westlake Village, CA 91362 (Required)
Ability to Relocate:
~ Westlake Village, CA 91362: Relocate before starting work (Required)
Work Location: In person
Job Tags
Hourly pay, Full time, Private practice, Remote job, Relocation, Monday to Friday,
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