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 fulfill 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 our Financial Planning Analyst role. Remote and Hybrid positions available.

 

·       Assist advisors in collecting client data with the potential to contact clients directly

·       Gather and organize data

·       Identify missing data

·       Enter data into financial planning software

·       Check data entry via self-audit

·       Perform preliminary case analysis

·       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

·       Self-directed work flow

·       Perform other financial analysis as requested by advisors

·       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 NaviPlan, MoneyGuide , 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

 

·       Bachelor’s Degree

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

Job Type: Full-time

 

Salary: $70,000 - $75,000 per year plus bonus

 

Benefits:

·       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