Financial Planning Specialist

This is a fully remote position, open to applicants in Florida.

📋 Description

• Support the financial advisor in assisting clients to reach their financial objectives.

• Contribute to the efficient functioning of the financial planning office.

• Oversee the financial planning workflow for the practice from start to finish.

• Adhere to high standards of business ethics, professionalism, and legal and regulatory guidelines.

• Provide client relationship support by managing, collecting, and analyzing client information.

• Aid in the preparation of initial financial plans and various client deliverables.

• Collaborate with clients to address issues and support practice management activities.

• Create comprehensive financial plans and deliverables, including customized recommendations.

• Track the progress of financial plans and address any obstacles or inefficiencies in processes.

• Work closely with clients to ensure a seamless, professional, and positive planning experience.

• Monitor and oversee client completion of agreed-upon action items.

⛳️ Requirements

• A college degree or higher, or at least 2 years of relevant experience.

• Strong attention to detail and organizational skills.

• Ability to apply creative thinking to client data.

• Proficient time management skills.

• Effective verbal communication with clients and other advisors/staff members.

• Polite, friendly, warm, and clear phone etiquette.

• Capability to manage multiple tasks simultaneously.

• Ability to comply with rules and regulations as outlined by the advisor and Ameriprise Financial.

• Commitment to supporting all compliance requirements within the advisor’s practice.

• Positive demeanor and a genuine desire to continuously learn and develop.

🏝️ Benefits

• Equal opportunity employer.

• Inclusive and accessible recruitment process for individuals with disabilities.