Financial Planning Specialist

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

The FP Specialist will assist the financial advisor in working with clients to help them achieve their financial goals. This position assists with the smooth operation of a fast-paced—and friendly—financial planning office. The FP Specialist will work as an employee of an independent advisor within a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

The FP Specialist will primarily manage the financial planning workflow for the practice from end to end. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.

Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned by the advisor and/or Practice Manager

Financial Planning :

• Accurately 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.

• Monitor and track client completion of agreed-upon action items to ensure timely progression.

• Serve as a liaison between internal teams and third-party planning partners to ensure effective coordination and execution.

• Participate in client meetings, as requested by the advisor, to support plan presentation and discussion.

• Answer questions and provide readily available information to clients, if requested, as it relates to their financial plan

Key Traits of a Successful Financial Planning Specialist:

• Direct attention to detail and organization

• Ability to apply innovative thinking to client data, understanding how various data points interact and influence one another to support holistic financial planning

• Effective and efficient time management

• Effective verbal communication with clients and other advisors/staff

• Polite, friendly, warm, and clear phone manner

• Ability to multi-task

• Ability to adhere to rules and regulations as stated and required by advisor, and Ameriprise Financial

• Ability to support all compliance requirements within the advisor’s practice

• Positive attitude and sincere willingness to constantly learn and grow

Education/Experience:

• College degree or higher or 2+ years of similar experience

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. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.