Financial Planning Specialist

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💸 Finance

💳 Fintech

Finance • Fintech

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• Assist the financial advisor in working with clients to help them achieve their financial goals • Assist with the smooth operation of the financial planning office • Manage the financial planning workflow for the practice from end to end • Follow high standards of business and professional ethics and legal and regulatory requirements • Provide client relationship support through managing, gathering and analyzing client data • Help prepare preliminary financial plans and other client deliverables • Work with clients to resolve issues and support practice management tasks • Develop comprehensive financial plans and deliverables, including tailored recommendations • Monitor the progress of financial plans and resolve any bottlenecks or process inefficiencies • Collaborate closely with clients to deliver a seamless, professional, and positive planning experience • Monitor and track client completion of agreed-upon action items

🎯 Requirements

• College degree or higher or 2+ years of similar experience • Direct attention to detail and organization • Ability to apply innovative thinking to client data • Effective and efficient time management • Effective verbal communication with clients and other advisors/staff • Polite, friendly, warm, and clear phone manner • Ability to multi-task • Ability to adhere to rules and regulations as stated and required by advisor, and Ameriprise Financial • Ability to support all compliance requirements within the advisor’s practice • Positive attitude and sincere willingness to constantly learn and grow

🏖️ Benefits

• Equal opportunity employer • Inclusive and accessible recruitment process for individuals with disabilities