Financial Planning Specialist

Responsibilities

• Absolutely gather, input, and maintain client financial data within the Financial Planning Tool Suite.
• Demonstrate strong proficiency in navigating and utilizing the Financial Planning Tool Suite to support planning activities.
• Develop comprehensive financial plans and deliverables, including tailored recommendations aligned with client goals.
• Update, modify, and refresh existing financial plans based on advisor direction and changing client needs.
• Monitor the progress of financial plans from initiation through completion, identifying and resolving any bottlenecks or process inefficiencies.
• Collaborate closely with clients to deliver a seamless, professional, and positive planning experience.
• Serve as a liaison between internal teams and third-party planning partners to ensure effective coordination and execution.
• Answer questions and provide readily available information to clients, if requested, as it relates to their financial plan.
• Participate in client meetings, as requested by the advisor, to support plan presentation and discussion.

Qualifications

• College degree or higher or 2+ years of similar experience.
• Direct attention to detail and organization.
• Effective and efficient time management.
• Positive attitude and sincere willingness to constantly learn and grow.

Skills

• Strong proficiency in navigating and utilizing the Financial Planning Tool Suite.
• Ability to apply innovative thinking to client data.
• Effective verbal communication with clients and other advisors/staff.
• Polite, friendly, warm, and clear phone manner.
• Ability to multi-task.
• Adherence to rules and regulations as stated and required by advisor, and Ameriprise Financial.

Benefits

• Ameriprise Financial is an equal opportunity employer.
• We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
• We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

Pay

• Full-Time/Part-Time: Full time

Schedule

• Full-Time/Part-Time: Full time