Job Description
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
Full-Time/Part-Time
Full timeAmeriprise 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.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
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
Full-Time/Part-Time
Full timeAmeriprise 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.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
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