Senior Financial Planning Analyst

Our Senior Financial Planning Analysts revel in the day-to-day details and data analysis to create stellar financial plans for our client advisors. If you are an experienced Financial Planning Analyst and enjoy detailed project work, developing plans from the beginning of data collection to data analysis and ending with accurate and clear financial recommendations we want to talk to you. This is a great opportunity for CFP candidates seeking meaningful work to fulfil the CFP experience requirement.

If you do not have the full 3-5 years of experience but are still interested, you are encouraged to apply to be considered for Financial Planning Analyst. Remote and Hybrid positions available.

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 deliverable 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

Must haves

• 3-5 years’ experience in a financial advisory firm as a financial plan writer or financial planning specialist.
• Ameriprise experience a plus.
• 3-5 years’ experience with financial planning software.
• To qualify for this position, you must have at least 3 years’ experience writing plans with Navi Plan, Money Guide, or eMoney.
• Strong analytical and writing skills
• Strong attention to detail, positive attitude and desire to learn
• An interest in financial planning and investment management
• Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
• Ability to work independently
• Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
• High School Diploma, or equivalent

Successful Candidates are

• Independent self-starters
• Process-driven
• Organized with strong time management skills

Nice to Haves

• Bachelor’s Degree

Job Type: Full-time

Salary: $70,000 to 75,000 per year plus bonus opportunity

• 401(k) with company match
• Health, Dental and Vision insurance
• Life Insurance
• Long Term Disability Insurance
• Employee assistance program
• Flexible schedule
• Paid time off
• Professional development assistance