Join Ascendant Wealth Management Group as a Practice Manager and become part of a dynamic team dedicated to helping clients achieve financial confidence. We are a private wealth advisory practice of Ameriprise Financial Services, Inc., offering a collaborative culture, professional growth opportunities, and a rewarding career path. Our competitive benefits include medical, dental, vision, LTD, STD, and life insurance, along with a robust compensation structure.

Summary:

As Practice Manager, you will lead the Advice Team’s daily operations, ensuring a seamless client experience and supporting our long-term vision. This role requires adherence to high standards of ethics, compliance, and professionalism while facilitating efficient workflows and client service excellence.

Key Responsibilities:

Client Care

• Create a welcoming and professional environment for clients and prosp...