Financial Planning Specialist

Description The FP Specialist will assist the financial advisor in working with clients to help them achieve their financial goals. This position assists with the smooth operation of a fast-paced—and friendly—financial planning office. The FP Specialist will work as an employee of an independent advisor within a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The FP Specialist will primarily manage the financial planning workflow for the practice from end to end. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responsibilities Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned by the advisor and/or Practice Manager. Financial Planning Accurately gather, input, and maintain client financial data within the Financial Planning Tool Suite. Demonstrate strong proficiency in navigating and utilizing the Financial Planning Tool Suite to support planning activities. Develop comprehensive financial plans and deliverables, including tailored recommendations aligned with client goals. Update, modify, and refresh existing financial plans based on advisor direction and changing client needs. Monitor the progress of financial plans from initiation through completion, identifying and resolving any bottlenecks or process inefficiencies. Collaborate closely with clients to deliver a seamless, professional, and positive planning experience. Monitor and track client completion of agreed-upon action items to ensure timely progression. Serve as a liaison between internal teams and third-party planning partners to ensure effective coordination and execution. Participate in client meetings, as requested by the advisor, to support plan presentation and discussion. Answer questions and provide readily available information to clients, if requested, as it relates to their financial plan. Key Traits of a Successful Financial Planning Specialist Direct attention to detail and organization Ability to apply innovative thinking to client data, understanding how various data points interact and influence one another to support holistic financial planning Effective and efficient time management Effective verbal communication with clients and other advisors/staff Polite, friendly, warm, and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, and Ameriprise Financial Ability to support all compliance requirements within the advisor’s practice Positive attitude and sincere willingness to constantly learn and grow Education/Experience College degree or higher or 2+ years of similar experience Full-Time/Part-Time Full time #J-18808-Ljbffr