Financial Planning Expert
2 days ago
We are seeking a skilled Financial Planning Expert to join our team at Ameriprise Financial.
About the RoleThe ideal candidate will have 2-3 years' experience in financial planning and a strong analytical mindset. They will be responsible for gathering and organizing client data, performing preliminary case analysis, and creating financial planning deliverables.
Responsibilities- Data Gathering and Organization: Assist advisors in collecting client data, gather and organize data, identify missing data.
- Data Entry and Analysis: Enter data into financial planning software, check data entry via self-audit, perform preliminary case analysis.
- Ddeliverable Creation: Create financial planning deliverables 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.
- Must haves: 2-3 years' experience in a financial advisory firm as a financial plan writer or financial planning specialist, Ameriprise experience a plus.
- 2-3 years' experience with financial planning software. To qualify for this position, you must have at least 2 years' experience writing plans with NaviPlan, MoneyGuide, or eMoney.
- Strong analytical and writing skills, strong attention to detail, positive attitude and desire to learn.
- $74,000 - $85,000 per year salary range based on qualifications and experience.
- 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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