Senior Financial Planning Analyst

Job Description

Job Description

Benefits :

• Bonus based on performance
• Opportunity for advancement
• Training & development

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.

Responsibilities :

Data Gathering and Organization

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

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 work flow

Perform other financial analysis as requested by advisors

Qualifications : 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 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

Successful Candidates are

Nice to Haves

Bachelors Degree

Application Requirement - Resume and Cover letter

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 cant 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

This is a remote position.