Threadneedle group
Paraplanner/ Marketing Manager
Threadneedle group, Austin, Texas, us, 78716
Position Description:Step into an instrumental role within our practice. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of independent advisor franchisees with a financial advisory practice of Ameriprise Financial. Assist in daily business operations, financial plan preparation, and marketing campaigns and events.
The Paraplanner/Marketing Manager will primarily assist the team in the financial planning workflow and manage marketing activities. This position will consistently follow high standards of business and professional ethics, legal, and regulatory requirements when dealing with others and performing work activities.
This role provides client relationship support through managing, gathering, and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with the team to create attention-grabbing websites, social media, and client content and communications. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.Position Functions:Financial Planning and AdviceClient Meeting SupportPrepare eMeeting materials and agendas for client meetings.
Alongside financial advisor(s), participate in client meetings and assist the associate financial advisor(s) and franchise advisor(s) with meeting prep, client meetings, follow-up, operational duties.
Financial Planning and Advice SupportUtilize financial planning tools - Money Guide and/or NaviPlan.
Document preliminary financial planning recommendations and initial product solutions as directed for use in client meetings.
Prepare charts, graphs, tables, and other visual aids to be used in implementation meetings with clients.
MarketingImplement key marketing activities including:
Seminars and events: Coordinate marketing events – preparation, execution, and follow-up.
Social media - Facebook, LinkedIn, Instagram, X (formerly Twitter).
Advisor website maintenance and updates.
Online client experience.
Newsletter and marketing campaigns: Ameriprise CRM (Salesforce) and Ameriprise CRM Marketing on Demand.
Client CareAnswer questions and provide readily available information to clients, if requested and based on registered/non-registered staff allowable activities, as it relates to servicing their accounts.
Review and update client information as needed for client review meetings. Attend and participate in client meetings, if necessary.
Perform other allowable duties as assigned by the financial advisor(s).
Document client contact/calls/meetings.
Maintain files and records in accordance with the records retention policy.
Key Traits of a Successful ParaplannerAttention to detail and organization.
Effective communication with clients and others, advisors/staff.
Sincere commitment to client-centric business model.
Effective and efficient time management.
Polite and clear phone manner.
Ability to multi-task.
Ability to adhere to rules and regulations as stated in the Compliance Manual and required by advisor, Ameriprise Financial and industry regulators (FINRA, SEC, MSRB, etc.)
Positive attitude and sincere willingness to constantly learn and grow.
Education and Other Designations:Bachelor’s degree or higher
Already have or be able to attain federal and state licenses and registrations for securities and insurance, including SIE, Series 7, Series 66, and State of Texas - Life, Accident, and Health Insurance.
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.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-Time : Full time
#J-18808-Ljbffr
The Paraplanner/Marketing Manager will primarily assist the team in the financial planning workflow and manage marketing activities. This position will consistently follow high standards of business and professional ethics, legal, and regulatory requirements when dealing with others and performing work activities.
This role provides client relationship support through managing, gathering, and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with the team to create attention-grabbing websites, social media, and client content and communications. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.Position Functions:Financial Planning and AdviceClient Meeting SupportPrepare eMeeting materials and agendas for client meetings.
Alongside financial advisor(s), participate in client meetings and assist the associate financial advisor(s) and franchise advisor(s) with meeting prep, client meetings, follow-up, operational duties.
Financial Planning and Advice SupportUtilize financial planning tools - Money Guide and/or NaviPlan.
Document preliminary financial planning recommendations and initial product solutions as directed for use in client meetings.
Prepare charts, graphs, tables, and other visual aids to be used in implementation meetings with clients.
MarketingImplement key marketing activities including:
Seminars and events: Coordinate marketing events – preparation, execution, and follow-up.
Social media - Facebook, LinkedIn, Instagram, X (formerly Twitter).
Advisor website maintenance and updates.
Online client experience.
Newsletter and marketing campaigns: Ameriprise CRM (Salesforce) and Ameriprise CRM Marketing on Demand.
Client CareAnswer questions and provide readily available information to clients, if requested and based on registered/non-registered staff allowable activities, as it relates to servicing their accounts.
Review and update client information as needed for client review meetings. Attend and participate in client meetings, if necessary.
Perform other allowable duties as assigned by the financial advisor(s).
Document client contact/calls/meetings.
Maintain files and records in accordance with the records retention policy.
Key Traits of a Successful ParaplannerAttention to detail and organization.
Effective communication with clients and others, advisors/staff.
Sincere commitment to client-centric business model.
Effective and efficient time management.
Polite and clear phone manner.
Ability to multi-task.
Ability to adhere to rules and regulations as stated in the Compliance Manual and required by advisor, Ameriprise Financial and industry regulators (FINRA, SEC, MSRB, etc.)
Positive attitude and sincere willingness to constantly learn and grow.
Education and Other Designations:Bachelor’s degree or higher
Already have or be able to attain federal and state licenses and registrations for securities and insurance, including SIE, Series 7, Series 66, and State of Texas - Life, Accident, and Health Insurance.
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.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-Time : Full time
#J-18808-Ljbffr