You haven't searched anything yet.
Position Title: Financial Planning Specialist
Step into an instrumental role as a Financial Planning Specialist with The Bergamot Group, a financial advisory practice of Ameriprise Financial. The office is located in Blythewood, SC.
The Financial Planning Specialist will primarily assist the financial advisors in the financial planning, investment management, and client service workflow. 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.
As a Financial Planning Specialist, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. The Financial Planning Specialist will assist financial advisors in working with clients to help them achieve their financial goals.
Responsibilities and time allocation may change over time to meet the needs of the practice and can include other duties as assigned by the advisors.
Position functions:
Key traits of a successful Financial Planning Specialist:
Education and other designations:
Job Type: Full-time
Pay: From $70,000.00 per year
Benefits:
Weekly schedule:
Work setting:
License/Certification:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
$63k-78k (estimate)
03/24/2024
05/23/2024
ameriprise.com
MINNEAPOLIS, MN
7,500 - 15,000
1987
JAMES M CRACCHIOLO
$10B - $50B
Ameriprise Auto & Home Insurance sells auto, home, condo, renters, specialty and umbrella insurance. Founded in 1987, we sell insurance directly to clients. We generally market our products in partnership with some of the worlds most well-known companies. These companies share our values: price products competitively and handle every client with care To learn more about our company, visit www.Ameriprise.com/auto-home or call 1.800.535.2011. *Ameriprise Auto & Home Insurance is the marketing name of IDS Property Casualty Insurance Company and Ameriprise Insurance Company, De Pere, WI, both of w...hich have sole financial responsibility for their own products. Insurance is underwritten by either company, depending on the state. The Ameriprise Auto & Home Insurance Agency places policies with unaffiliated insurers. Each insurer is solely responsible for the claims on its policies and pays the Agency for policies sold. Prices, coverages and privacy policies vary among these insurers. Both companies and the agency are subsidiaries of American Family Insurance Mutual Holding Company, which acquired both companies and the agency from Ameriprise Financial, Inc. in 2019. The terms Ameriprise Auto & Home Insurance, Ameriprise Insurance, Ameriprise Insurance Company and IDS Property Casualty Insurance Company are being used by American Family Insurance Mutual Holding Company under a license from Ameriprise Financial on a temporary basis. Ameriprise Auto & Home Insurance and the associated logo is a registered trademark of Ameriprise Financial, Inc. which is being used under license. Specific products may vary and may not be available in all states in accordance with state filings and applicable law. Insurance availability may vary by region or state. Discounts and savings vary by state and apply to certain coverages. Certain restrictions and limitations apply. IDS Property Casualty Insurance Company's California license number is 3726-7.
More
Show less
The job skills required for Financial Planning Specialist include Initiative, Futures, Financial Planning, Attention to Detail, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planning Specialist positions, which can be used as a reference in future career path planning. As a Financial Planning Specialist, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planning Specialist. You can explore the career advancement for a Financial Planning Specialist below and select your interested title to get hiring information.