Financial Planning Expert
3 days ago
We are seeking a highly skilled Financial Planning Expert to join our team at Ameriprise Financial. As a key member of our Advanced Advice team, you will be responsible for delivering financial planning expertise and assisting advisors in analyzing the financial situations of high-net-worth clients.
Key Responsibilities- Develop strategies and make recommendations for Advanced Advice client cases.
- Serve as a subject matter expert (SME) for the firm in complex financial planning areas such as estate planning, sophisticated tax planning, stock option exercise strategies, and small business financial planning.
- Assist advisors with delivery of financial advice and influencing the client toward action on recommendations.
- Coordinate with field implementation to support field communication, marketing, and training efforts that promote the Advanced Advice Program.
- Bachelor's degree or equivalent experience.
- CFP or ChFC certification.
- 5+ years of relevant work experience.
- Expert-level knowledge in complex financial planning issues.
- Solid understanding of financial planning process, tools, and compliance/quality.
- Experience presenting to professionals.
- Previous experience working with NaviPlan, MoneyGuide, Bloomberg Income Tax Planner, StockOpter, or other common financial planning tools and software.
Ameriprise Financial is a diversified financial services leader with over $1 trillion in assets under management and administration. We are a long-standing leader in financial planning and advice, a global asset manager, and an insurer. Our team of 20,000 people in over 20 countries advise, manage, and protect the assets and income of over 2 million individual, small business, and institutional clients.
-
Financial Planning and Analysis Expert
2 days ago
Minneapolis, Minnesota, United States Riveron Corp Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis professional to join our team at Riveron Corp. As a key member of our team, you will be responsible for delivering high-quality financial planning and analysis services to our clients.Key ResponsibilitiesDevelop and implement financial planning and analysis solutions for...
-
Financial Planning Associate
2 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeFinancial Planning AssociateAmeriprise Financial is seeking a highly skilled Financial Planning Associate to join our team. As a key member of our client service team, you will provide dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading...
-
Financial Planning Associate
4 weeks ago
Minneapolis, Minnesota, United States Ascend Financial Group Full time{"title": "Paraplanner Role Overview", "content": "At Ascend Financial Group, we are seeking a highly skilled and detail-oriented Paraplanner to join our team of financial planners. As a Paraplanner, you will play a critical role in supporting our team in addressing key areas of financial planning for our clients, including retirement and estate planning,...
-
Financial Planning and Analysis Expert
3 days ago
Minneapolis, Minnesota, United States Riveron Corp Full timeAbout the RoleRiveron is seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our team. As a key member of our Performance Improvement practice, you will work closely with clients to deliver meaningful solutions and drive business growth.Key ResponsibilitiesExecute project plans and deliver solutions across FP&A domains,...
-
Senior Financial Planning Specialist
2 days ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeJob OverviewStevens Foster Financial Advisors is seeking a highly skilled Financial Wealth Relationship Manager to join our team.The ideal candidate will possess a strong understanding of financial planning, including investing, executive benefits, and retirement planning. They will also have excellent communication and interpersonal skills, with the ability...
-
Financial Planning Specialist
3 days ago
Minneapolis, Minnesota, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals achieve their financial goals and live the life they want. As a Financial Advisor, you'll play a critical role in empowering our clients to make informed decisions about their financial futures.What You'll Do:Develop and implement personalized financial...
-
Financial Planning and Analysis Manager
2 days ago
Minneapolis, Minnesota, United States Target Full timeAbout the RoleThe Senior Manager of Financial Planning and Analysis will play a critical role in driving financial results and strategic execution at Target. This individual will lead core financial processes, assess and analyze key performance indicators, and provide expert financial insights to partners across the organization.Key ResponsibilitiesLead...
-
Financial Planning and Analysis Manager
3 days ago
Minneapolis, Minnesota, United States Target Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Target. As a key member of our FP&A team, you will play a critical role in driving financial results and informing strategic decisions.Key ResponsibilitiesLead core financial processes, including forecasting, annual goal setting, and long-range...
-
Minneapolis, Minnesota, United States Target Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at Target. As a key member of our FP&A team, you will play a critical role in driving financial results and informing business decisions.Key ResponsibilitiesLead core financial processes, including forecasting, annual goal setting, and long-range...
-
Minneapolis, Minnesota, United States Target Full timeAbout the RoleWe are seeking a highly skilled Senior Manager Financial Planning and Analysis to join our team at Target. As a key member of our Financial Planning and Analysis team, you will play a critical role in driving financial results and enabling strategic execution across the organization.Key ResponsibilitiesLead core financial processes across the...
-
Director, Financial Planning and Analysis
3 weeks ago
Minneapolis, Minnesota, United States ReSource Pro Full timeJob Title: Director, Financial Planning and AnalysisReSource Pro is seeking a highly skilled and experienced Director, Financial Planning and Analysis to join our team. As a key member of our Financial Planning and Analysis team, you will play a critical role in supporting senior management and senior leaders in the preparation of financial analysis...
-
Financial Planning Director
2 weeks ago
Minneapolis, Minnesota, United States ReSource Pro Full timeDirector, Financial PlanningReSource Pro is seeking a seasoned Financial Planning Director to drive strategic growth and financial excellence across our global operations.Key Responsibilities:Develop and execute comprehensive financial plans and forecasts to inform business decisionsLead the Financial Planning and Analysis (FP&A) team to deliver high-quality...
-
Financial Planning Manager
4 weeks ago
Minneapolis, Minnesota, United States League of Minnesota Cities Full timeJob Title: Principal Financial AnalystThe Metropolitan Council is the regional planning agency for the Minneapolis/St. Paul metropolitan area, providing essential services to our region. Our team is responsible for:Key Responsibilities:Transportation planning and managementWastewater treatment and managementGrowth and development of local...
-
Financial Planning Manager
3 days ago
Minneapolis, Minnesota, United States Truenorth Executive Search, Inc. Full timeFinancial Planning and Analysis Manager - Private EquityJob Summary:Truenorth Executive Search, Inc. is seeking a seasoned Financial Planning and Analysis Manager to partner with a leading residential services business backed by a private equity sponsor. The ideal candidate will have experience in financial planning, budgeting, forecasting, and analysis, as...
-
Financial Reporting Analyst
1 month ago
Minneapolis, Minnesota, United States Creative Financial Staffing Full timeJob Summary:We are seeking a highly skilled Revenue Accountant/Analyst to join our team at Creative Financial Staffing. As a key member of our accounting team, you will be responsible for managing compliance with ASC606 across the organization, maintaining integration of newly acquired entities, and ensuring compliance with GAAP reporting requirements.Key...
-
Lead Financial Strategist
2 weeks ago
Minneapolis, Minnesota, United States Creative Financial Staffing Full timeLead Financial AnalystAre you a seasoned financial expert looking to take on a leadership role in a dynamic organization? We're seeking a highly skilled Lead Financial Analyst to join our team at Creative Financial Staffing.Key Responsibilities:Develop and implement financial models to drive business growth and profitabilityAnalyze financial data to identify...
-
Financial Planning Specialist
4 weeks ago
Minneapolis, Minnesota, United States ReSource Pro Full timeJob OverviewWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our global team at ReSource Pro. As a Lead Analyst, FP&A, you will play a key role in supporting the budgeting, forecasting, and financial reporting for our onshore revenue-generating and corporate overhead departments.Your primary responsibilities will...
-
Financial Planning Associate
1 week ago
Minneapolis, Minnesota, United States Carlson Capital Management Full timeJob DescriptionAt Carlson Capital Management, we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry's highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a...
-
Financial Planning Associate
2 days ago
Minneapolis, Minnesota, United States Northwestern Mutual Full timeJob OverviewThe Financial Planning Associate is a key member of the Planning Department at Northwestern Mutual, supporting subscribing advisors and their staff through behind-the-scenes service work. The primary responsibilities of this role are focused on investment paperwork, creating comprehensive financial plans, running investment reports, and creating...
-
Financial Planning Assistant
3 weeks ago
Minneapolis, Minnesota, United States Carlson Capital Management Full timeJob Title: ParaplannerAt Carlson Capital Management, we are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our wealth advisors in delivering exceptional client experiences.Key Responsibilities:Prepare and deliver client correspondence, including letters, emails, and reports.Compile and...