Ameriprise Financial - Oklahoma Tulsa, OK, USA
Prime Wealth Management, a private wealth advisory practice of Ameriprise Financial Services located in Tulsa, OK, is seeking licensed Associate Financial Advisor to join our innovative and dynamic team. We focus on fostering a great team environment and culture that emulates the work and relationships we build and have with our clients. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives. Job Purpose: Working alongside an experience advisor, helping them service their clients. Top-level client service is key in this role. Responsibilities: Case analysis Prepping financial planning recommendations Running hypothetical illustrations Investment research Create investment recommendations Prepping visual aids to be used in client meetings Completing trades and...
Accounting / Finance