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Jambalaya GroupKim

Financial Planning Assistant

Rochesteronsite$58K – $79K

Posted 5 days ago · via Workable

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About this role

Financial Planning Assistant – Potential Path to Associate Financial Advisor Rochester, MN | Full-Time | In Office Build Your Career in Financial Services Are you looking for an opportunity to build a long-term career in financial services while developing strong client service and practice operations skills? Dennis Bussian, an Ameriprise Financial Services Advisor in Rochester, MN, is seeking a Financial Planning Assistant to join our team. This role is primarily focused on providing exceptional client service, supporting practice operations, and helping ensure a positive experience for our clients. For the right individual, this position may also provide an opportunity to develop toward an Associate Financial Advisor role over time.…

Read the full description on Jambalaya Group's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: monday

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Rochester. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

monday

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