Company/Employer:
Vasso & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Accolades:
Forbes Best-in-State Wealth Advisors, 2018-2025
Ameriprise Circle of Success, 2003-2024
Ameriprise Chairman's Advisory Council, 2012-2020, 2025
Five Star Wealth Manager, 2012-2021, 2023-2024
Ameriprise Circle of Success Hall of Fame, 2017

Company Description:
At Vasso & Associates, we work as a team to help our clients clarify and define their personal financial goals and then develop a comprehensive game plan to help them reach those objectives. We are ethically committed to providing our clients with thoughtful, objective, expert guidance and personalized service to enable them to establish and maintain control over their financial lives.

We educate, inform and empower clients by delivering the most accurate and timely financial information available and provide the highest quality of products and services. We also help co-ordinate with other professionals including attorneys, accountants, bankers and insurance agents.

Whether a client is planning for their retirement, their children’s college or maximizing the potential of their businesses, having a solid game plan - in the form of a written financial plan - is a key prerequisite to effective and efficient financial management.

Job Brief:
We are looking for a self-motivated learner who wishes to pursue becoming a financial advisory team member and to fill an operations leadership position in the future. This position will learn all daily requirements to acquire new clients, service existing clients, and what it takes to provide a world-class experience. The position provides the opportunity for candidate to help clients achieve financial goals and objectives within a top 100 team practice of a Fortune 250 company. Also, ample opportunity for advancement.

Responsibilities may and can change to meet the needs of the practice and can include other duties as assigned by the advisors.

 Job Responsibilities:

• Maintain customer service expectations, communicating with clients and resolving any issues in a timely manner

• Manage customer needs, including money movements, trades, account onboarding, etc.

• Conduct calls to clients to resolve any issues or to gain information to close out requests

• Be proactive in researching complex client issues and collaborating internally to maintain efficiency

• Adapt to new technology and learn to utilize multiple systems and resources simultaneously

• Enhance clients’ financial successes by uncovering opportunities and identifying products and services

• Execute trades and transactions appropriately and in a timely manner

• Assist in financial planning advice by gathering and entering data, preparing and analyzing data to provide a preliminary financial plan and planning recommendations, etc.

• Job responsibilities may grow, vary, and change

Qualifications:

• Bachelor’s Degree

• Mandatory securities licensing

  • Series 7

• Minimum 3 Years Experience in financial services

• Proven customer service, client support, and problem resolution skills

  • Ability to navigate complex client concerns

  • Experience with financial planning software preferred

  • Ability to adhere to rules and regulations as stated and required by Advisor and the FINRA

• Proficiency in Microsoft Office, Windows 11, and Sales Force

  • Specifically: Excel, Word, and PowerPoint

  • CRM

Salary: 

• To be determined based upon experience and qualifications.

 

Full-Time Benefits:

• Retirement Plan.

• Group Health Insurance.

• Group Life Insurance and Disability benefits.

• Paid time off (PTO).

• Bonus Potential: Up to 20%.

• Professional development program.

 

Additional information:

• Position requires a full background check with fingerprinting.

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.

Full time