Zoetic Wealth Management

A Private Wealth Advisory Practice of Ameriprise Financial Service, LLC

Step into a central role and join fast paced and growing financial planning and advice practice. Our practice has been inspiring everyday families to pause, focus and take charge of life for almost 25 years! An upcoming team member promotion is providing an opportunity for a talented and driven individual to join our mission of helping clients achieve financial security and delivering exceptional service.

This position will primarily assist the financial advisors with many different client service tasks and ties directly to smooth operation of the practice. If you thrive in a small, professional environment, operate with high standards and ethics and can deliver superior client service consistently, read on.

As we’re looking to fill this position with the ideal candidate, to be considered, submit a cover letter with answers to the below questions:

• Why are you currently seeking this position
• Describe your greatest work-related accomplishment.
• What skills do you have that would make you the perfect fit for this position?
• What are your salary requirements?
• When are you available to start?

This role is ideal for someone with following personality:

• Takes ownership and has personal accountability
• LOVES details
• Operates with a sense of urgency
• Is a self-starter and utilizer of available resources
• Anticipates needs of team and clients
• Works well within a small team setting
• Adapts to change
• Professional on phone and in person
• Has a can-do attitude
• Wants to continually acquire knowledge of role, industry and best practices

Your responsibilities include:

• Chatting with clients to answer questions and share readily available information as it relates to servicing their accounts
• Preparing comprehensive meeting agendas
• Working with our corporate office to resolve issues
• Preparing paperwork for account applications, account transfers, beneficiary updates, estate settlements, etc.
• Updating client/account suitability, account reviews and other compliance requirements to meet regulatory standards
• Placing portfolio trades as instructed
• Client Service projects
• Joining Advisors in client meetings and assisting with meeting follow up

*If you’re a Rockstar, there’s advancement opportunities!

While you will interact with clients regularly, this position is not one in which you can provide advice to clients or solicit business.

Qualifications desired:

• A college degree in Finance or a related field is preferred. A degree in Personal Finance is a major plus.
• 1+ years of similar experience in Financial Services.
• Experience with the following programs: CRM, BOX (or other virtual document management), Morningstar Advisor Workstation, Refinitiv’s Thomson ONE, Microsoft Office – primarily Word, Excel and Teams.
• Federal and state licenses and registrations for securities, including SIE, Series 7, Series 66, and State Life, Accident and Health insurance licenses.

Salary and Benefits:

• Salary range: $50,000 - $60,000
• Opportunity for annual profit sharing
• Health/Dental/Vision/Group Life and Disability and 401(k)
• Open PTO policy – advance approval requisite

Practice Hours: Monday - Friday 8:00 am – 5:00 pm – occasionally it will be necessary to work outside of these general office hours. As productivity and our client experience are key, this is an in-office position. Friday summer office hours between Memorial Day and Labor Day, 8:00 – 12:00pm.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Financial services: 1 year (Required)

Work Location: One location

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