Financial Planning Specialist

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 5,001-10,000Since 1894H1B No SponsorCompany SiteLinkedIn

Location

Florida

Posted

2 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expExperience acceptedEnglish

Job Description

Financial Planning Specialist

Ameriprise Financial Services, LLC

• 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

Job 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

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