Ameriprise Financial
Wealth Management Associate
Allentown, Pennsylvania · Senior · Part-time
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About the role
- Join a growing, client-focused financial planning practice where you will play a key role in delivering a high-quality client experience and supporting investment and planning activities.
- This role offers broad exposure to financial planning, portfolio management, and client relationship management.
- Serve as a primary point of contact for routine client inquiries
Responsibilities
- Client & Advisor Support:
- Support preparation for client meetings, including gathering and updating financial data
- Financial Planning & Investment Support:
- Assist in developing portfolio recommendations aligned with client goals and risk tolerance
- Support portfolio reviews, reporting, and rebalancing activities
- Coordinate with custodians and internal partners to complete account activity
- Maintain accurate client records and ensure compliance with regulatory requirements
Requirements
- Experience with Salesforce CRM
- Experience with Envestnet and Thompson ONE
Nice to have
- College degree preferred.
Benefits
- SIMPLE IRA retirement plan
Company info
- At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
- We celebrate the unique qualities and reward the contributions of our talented, passionate employees.
- If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
- This position is with an Ameriprise Financial Franchise owner.
- We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.
Equal opportunity
- Ameriprise Financial is an equal opportunity employer.
Visa & Work Authorization
- age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law
This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.