Financial Planning Specialist Externship

2 weeks ago


Cranston, Rhode Island, United States Ameriprise Financial Full time
Job Opportunity

We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Plan Writing Specialist Externship. This is a 3-month opportunity to gain hands-on experience in financial planning and writing.

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.
  • Deliverable 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.
  • Other: Self-directed workflow, perform other financial analysis as requested by advisors.
Qualifications
  • Must haves: Ability to interpret financial statements, strong analytical and writing skills, strong attention to detail, positive attitude and desire to learn, interest in financial planning and investment management, proficiency in MS Word, MS Excel, and ability to learn financial planning software.
  • Nice to haves: Bachelor's Degree.
Application Requirements

Please submit a cover letter as part of your application packet. The cover letter should address the following topics: Describe your current work situation and why you are applying for this role, what interested you in this role, what specific skills do you possess that will help you succeed, describe your experience that relates to this position, what is your experience working with a financial advisor, confirm you saw the salary range for this position and that it meets your expectations, explain the amount of money you expect to earn two years from now, and why should we hire you.

Job Type: Full-Time. Salary: $3,750.00 per month.



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