Financial Planning Specialist

Assists Advisors in servicing clients and preparing Financial Planning deliverables. Manages client contact to ensure client satisfaction. Leads follow-up and relieves Advisors of clerical work, and administrative and business detail. Services clients and completes work by trading securities, preparing reports, and inputting data. Answers client inquiries and provides readily available information to clients, if requested and as allowable, as it relates to servicing their accounts. Completes financial plans and other written documentation necessary to support Financial Planning agreements on MoneyGuide Pro, Wealth Studios, FAP, or alternate calculators as appropriate. Plans and conducts investment research to identify alternative investment ideas and opportunities for investment. Acts as the insurance specialist for the Practice, including preparing insurance illustrations, providing insurance analysis research, and making recommendations to Advisors. to requests for service and assistance; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Contributes to building a positive team spirit; Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Planning/Organizing - Prioritizes and plans work activities; Reacts well under pressure; Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Reasonable accommodation may be made available to enable individuals with disabilities to perform the essential function. or one to two years related experience and/or training; Language Skills : Ability to read, analyze, and interpret documents such as technical procedures, company policies, regulations and instructions, procedure and compliance manuals is essential. Demonstrate the ability to speak effectively and clearly to individuals and groups of customers or employees of the organization. Must be diplomatic when dealing with clients and/or Home Office. Demonstrate proficiency to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Must be able to compute rate, ratio, and percent and to draw and interpret bar graphs. Computer Skills : To perform this job successfully, an individual should have knowledge of contact management systems, database software, internet software, spreadsheet software, and word processing software. Required to learn proprietary software including Portfolio Management Tool (PMT), Advisor Compass, Client Viewer, Ameriprise Brokerage website (Thomson One), Sales Force/CRM, eForms Manager. Certificates, Licenses, Registrations: The following licenses are preferred for the Planning Assistant/Paraplanner position: Federal and State licenses and registrations for securities, including the Series 7 and Series 66. State life, accident, and health insurance licenses also required. You are required to retain all necessary registration and licenses (including Continuing Education) for the Planning Assistant/Paraplanner position. Work involves sedentary to light work in an office setting. There is frequent need to sit, talk, hear, use the hands and fingers, occasionally lift light objects (up to 25 pounds), and perform other similar actions during the course of the workday. The work environment is typical office work such as you would find in a bank, insurance business, accounting firm, law firm, or other professional office. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.