ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial in Charlottesville, VA, seeks a front-of-house Planning Assistant to join our team in the autumn of 2026. This is an in-person position in Charlottesville with an expected time commitment of between 25 and 40 hours per week. The pay starts at $22 an hour and may be higher, depending on experience.

Role and Responsibilities

• Welcome clients, prospects, and associated professionals
• Schedule and confirm client, prospect, vendor, professional meetings
• Prepare conference rooms for meetings
• Maintain office supplies, appearance, and order
• Answer phones and direct calls appropriately
• Process mail, deposit checks, and document receipt
• Complete client service and compliance workflows
• Prepare preliminary documents for financial planning team
• Perform other allowable duties as assigned

Preferred Skills

• Excellent oral and written communication
• Professional demeanor and client service experience
• Securities Industry Essentials (SIE)
• Proficiency in Microsoft Office suite
• Proficiency in Salesforce CRM

Education and Other Designations

• College degree or higher
• 2+ years of similar experience
• For job progression, prepared to study for and pass federal and state licenses and registrations for securities, including Series 7, Series 66, and state life, accident and health insurance licenses.

Benefits

• Professional Development budget
• Financial Planning Benefit
• Simple IRA Match
• Individual Coverage Healthcare Reimbursement Arrangement (ICHRA) for full-time employees
• Long & Short-Term Disability Insurance for full-time employees
• Paid holidays for full-time employees 

Additional Notes

This is an in-person, front-of-house role. The ideal candidate is flexible, well-organized, loves systems, is a team player, takes responsibility, has a positive temperament, and finds joy in welcoming guests. This person consistently delivers error-free work to clients, prospects, teammates, and related professionals. We are hiring someone who has made Charlottesville home and wants to grow and excel in this role.
 

About ArkWise Wealth

 Our Core Purpose is: Helping clients align their resources with their purpose to inspire generous living. We recruit, retain, and reward our team members based on our Core Values:

1. People First: We see one another as people, not as objects. We celebrate together, grieve together, serve together, and cheer one another on.
2. Batteries Included, Fully Charged: We are proactive team players who take initiative to solve problems and bring our best energy to every situation.
3. Accountable Always, No Excuses: We keep our promises and own our mistakes.
4. Growth Mindset: We intentionally push ourselves for excellence to achieve greater impact for our clients, team, and community.
5. Live and Speak Gratitude: We focus on the positive and cultivate thankful hearts.

We serve clients in 20+ states, focused on philanthropic planning and family harmony. We have the privilege of serving legacy-focused, multi-generational families for whom passing on values is as important as passing on valuables. Our anchor clients are responsible, advice receptive, tax aware, and impact focused. Headquartered in Charlottesville, Virginia, we have developed a niche among professors and physicians at a “Public Ivy” who invest deeply – time, talent, and resources – in civic service, tech transfer, and philanthropy.
 
We deliver a unique blend of 3 core services to our clients:

1. Wise Life Stewardship: We listen to your story and find your why.
2. Multi-generational planning: We foster generosity and family harmony.
3. Relentless service: We help guide full implementation of your decisions.

We are honored to be the trusted partner of non-profit organizations and churches who recognize the needs of their legacy-focused, generous board members and donors. We provide interactive seminars that identify unresolved estate issues and uncover opportunities for creative generosity – benefiting donors and their chosen causes.
 
If interested, please send a resume and cover letter to Executive Assistant Amanda.Alderman@ampf.com.