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Financial Planning Analyst

Company: Ameriprise Financial - California
Location: San Diego
Posted on: May 15, 2022

Job Description:

Job DescriptionAmeriprise – San Diego, CA a successful, well established financial advisory practice is seeking a fulltime licensed Financial Planning Analyst. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.Job Purpose:Serve as a Financial Planning Analyst, providing exceptionally friendly, helpful, high-quality service to our clients. Key responsibilities include, assist with client needs, meeting preparation, trades and managing team member tasks.Responsibilities:

  • Assist with client meeting prep
  • Create recommendations for advisor review
  • Complete trades and money movement
  • Cash flow analysis
  • Data entry into NaviPlan
  • Manage insurance and annuity requests
  • Investment research
  • Manager client needs and be available to answer any questions
  • Sit in on client meetings with clients as needed
  • Review financial statements sent in by clientsQualifications:
    • Bachelor's degree or higher
    • 3-5+ years of similar work experience in the financial services industry
    • NASD/FINRA Series 7, 66 and life and health are required
    • Pleasant, professional, and friendly manner with excellent interpersonal skills
    • Comfortable interacting and meeting with clients
    • Highly organized, accurate, and attention to detail
    • Proven analytical and independent problem-solving skills
    • Highly proficient in Microsoft office including PowerPoint, Excel, Word, and Outlook
    • Excellent written and verbal communication skills
    • Ability to handle multiple responsibilities
    • Strong personal and business ethics and integrity
    • Desire to grow and learn within the practice Salary and Benefits:
      • Competitive compenastion and benefits packagHow to Apply:Please submit the following for consideration:
        • Cover letter
        • ResumeWe are an Equal Opportunity Employer

Keywords: Ameriprise Financial - California, San Diego , Financial Planning Analyst, Accounting, Auditing , San Diego, California

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