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Senior Financial Planning Analyst

Location

United States

Posted

100 days ago

Salary

$70K - $75K / year

Seniority

Senior

High School3 yrs expEnglish

Job Description

Senior Financial Planning Analyst

Ameriprise Financial

• Assist advisors in collecting client data with the potential to contact clients directly • Gather and organize data • Identify missing data • Enter data into financial planning software • Check data entry via self-audit • Perform preliminary case analysis • Create financial planning deliverable per advisor specifications • Work with advisor to identify strategies • Prepare preliminary client recommendations for advisor • Edit final document to make it a client-friendly, professional deliverable • Self-directed work flow • Perform other financial analysis as requested by advisors

Job Requirements

  • 3-5 years’ experience in a financial advisory firm as a financial plan writer or financial planning specialist.
  • 3-5 years’ experience with financial planning software.
  • Strong analytical and writing skills
  • Strong attention to detail, positive attitude and desire to learn
  • An interest in financial planning and investment management
  • Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
  • Ability to work independently
  • Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
  • High School Diploma, or equivalent

Benefits

  • Bonus based on performance
  • Opportunity for advancement
  • Training & development
  • 401(k) with company match
  • Health, Dental and Vision insurance
  • Life Insurance
  • Long Term Disability Insurance
  • Employee assistance program
  • Flexible schedule
  • Paid time off
  • Professional development assistance

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