Financial Planning Analyst to Client-Facing Advisor

Ameriprise Financial Services, LLC; Richmond (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm is seeking a motivated Financial Planning Analyst / Associate Financial Advisor in Richmond, Virginia. This role involves blending financial planning analysis and client service, ideal for those early in their wealth management career. You will support advisors in preparing financial plans, engaging clients, and facilitating plan implementation. The ideal candidate will be detail-oriented and eager to grow into a client-facing role. This is a full-time position offering mentorship and progression opportunities.

Qualifications

• Detail-oriented and organized individual comfortable managing multiple workflows.
• Strong communicator with the ability to clearly explain financial concepts.
• Curious and eager to grow into a client-facing advisory role.

Responsibilities

• Gather and maintain detailed client financial data.
• Prepare comprehensive financial plans and perform analysis.
• Serve as a first point of contact for incoming client questions.

Skills

Detail-oriented

Strong communicator

Curious

Tech-savvy

Education

Bachelor’s degree in financial planning, finance, economics, business, or related field

CFP® designation/interest in pursuing CFP® designation

Tools

eMoney

MoneyGuidePro

Job description

A financial services firm is seeking a motivated Financial Planning Analyst / Associate Financial Advisor in Richmond, Virginia. This role involves blending financial planning analysis and client service, ideal for those early in their wealth management career. You will support advisors in preparing financial plans, engaging clients, and facilitating plan implementation. The ideal candidate will be detail-oriented and eager to grow into a client-facing role. This is a full-time position offering mentorship and progression opportunities.