Job SummaryThe AMP Foundations is a development program designed to create a pipeline for associates interested in beginning or expanding a career in the investment industry through the opportunity to explore different branch roles and activities. Wealth Management Associate participants partner with Financial Advisors in a branch or complex to present financial plans with advisor’s clients. They also provide support to Financial Advisors and other branch stakeholders in a number of ways including leveraging Client Relationship Management Systems, on-boarding clients, …
View Our Open Positions:
PARAPLANNER FULL TIME YOUR RESPONSIBILITIES WILL INCLUDEGeneral Responsibilities • Create financial plans and proposals • Secondary role as executive assistant • Run financial planning reports (MoneyGuide Pro, Performance Reporting, Net worth Statements, etc) • Compose memos, correspondence, agreements, and other professional documents with various levels of detail to accommodate the differing needs of management • Monitor discretionary models • Produce portfolio reviews • Keep FA informed of allocation variations and performance of all accountsTO APPLY Please submit ALL of the …