What are the responsibilities and job description for the Financial Planning Specialist position at Auremont Wealth Advisors, Ameriprise Financial?
Job Summary
We are seeking a dynamic and detail-oriented Financial Planning Specialist to join our team. In this role, you will be instrumental in guiding clients through comprehensive financial strategies, ensuring their goals are met with precision and confidence. Your expertise will help clients optimize their wealth, manage risks, and plan for the future using advanced financial concepts and analysis. This position offers an exciting opportunity to make a meaningful impact by delivering tailored financial solutions that empower clients to achieve financial security and success. This is a great role for those on the path to become a financial advisor.
Duties
- Develop personalized financial plans by analyzing clients’ financial data, including assets, liabilities, income, and expenses
- Meet with advisors to help develop financial planning strategies for their clients
- Conduct detailed financial analysis to recommend goal based advice
- Efficiently manage the financial planning processes for multiple advisors
- Present financial sales proposals confidently, highlighting benefits of various financial services and products
- Maintain up-to-date knowledge of tax laws and incorporate tax experience into planning strategies
- Use Money Guide Pro and other financial planning tools to help develop comprehensive financial plans
Experience
- Proven experience in financial planning, wealth management or asset management roles or the background and desire to learn
- Demonstrated expertise in financial analysis, investment management, and research techniques
- Familiarity with public accounting or technical accounting practices preferred
- Excellent customer relationship management skills with a focus on building trust and long-term client relationships
- Proficiency in financial software applications and research platforms to support data-driven decision making
Join us to leverage your passion for finance in a role that challenges you daily while helping clients secure their futures!
Work Environment and Physical Demands:
This job operates in a traditional office environment, routinely using standard office equipment such as a laptop, phone, and headphones. This is largely a sedentary role. The appropriate technology will be provided by Auremont Wealth Advisors to do all basic elements of the day-to-day responsibilities.
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: Hybrid remote in Troy, MI 48098
Salary : $55,000 - $65,000