Operations and Financial Planning Specialist

00001 Ameriprise Financial Inc; Allentown (Lehigh County); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

SIMPLE IRA Retirement Plan

Résumé du poste

Ameriprise Financial is seeking an experienced Operations and Financial Planning Specialist to support client service, portfolio management, and day-to-day operations within an in-office advisory practice. The role emphasizes accuracy, collaboration with advisors, and delivering actionable financial planning insights.

Ideal candidates bring 3+ years in financial services, a bachelor’s degree or equivalent, and strong proficiency with Microsoft Office and Salesforce CRM to support portfolio

Qualifications

• Bachelor's degree or equivalent professional experience.
• Minimum of 3 years of experience in financial services.
• Experience in a financial advisory, wealth management or brokerage environment.
• Proficiency with Microsoft Office and Salesforce CRM.

Responsabilités

• Prepare preliminary portfolio recommendations and investment solutions for advisor review.
• Create reports, analyses, and supporting documentation for client meetings.
• Maintain accurate data and documentation within the firm's CRM and planning systems.
• Collaborate with advisors to support daily operations and client meetings.

Connaissances

Portfolio support

Financial planning

Client service

Attention to detail

Communication

Formation

Bachelor's degree or equivalent

Outils

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Microsoft Teams

Salesforce CRM

Description du poste

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Job Description Position Overview We are seeking an experienced Operations and Financial Planning Specialist to join our growing financial advisory practice. This in-office position plays a key role in supporting client service, portfolio management, financial planning, and day-to-day business operations. The ideal candidate will have experience within the financial services industry, a strong attention to detail, and a passion for delivering exceptional support to both clients and advisors.

Key Responsibilities

Investment & Portfolio Support

• Prepare preliminary portfolio recommendations and investment solutions for advisor review.
• Research and develop portfolio and product recommendations aligned with clients’ goals, risk tolerance, and time horizon.
• Support portfolio implementation activities, including account maintenance and trading-related functions.
• Assist advisors in preparing investment proposals and client presentations.

Financial Planning Support

• Help develop financial planning recommendations and deliverables.
• Create reports, analyses, and supporting documentation for client meetings.
• Ensure planning and investment recommendations are properly documented and maintained.
• Coordinate follow-up activities resulting from financial planning discussions and client reviews.

Client Service & Relationship Management

• Maintain proactive communication with clients throughout the financial planning and investment management process.
• Assist in resolving client service requests and issues in a timely, professional manner.
• Gather, review, and update client information to ensure all account records remain accurate and current.
• Prepare meeting materials, reports, and documentation for client review meetings.
• Participate in client meetings as needed to provide operational, planning, or investment-related support.

Reporting & Presentation Preparation

• Create professional charts, graphs, tables, and presentation materials for client meetings.
• Generate portfolio summaries, performance reports, and investment analyses.
• Maintain accurate data and documentation within the firm’s CRM and financial planning systems.
• Assist in developing client presentations utilizing Microsoft Office applications.

Team & Operational Support

• Collaborate closely with advisors, associate advisors, and paraplanners to support daily business operations.
• Identify opportunities to improve operational efficiency and help maintain compliance with firm policies and procedures.
• Manage administrative and operational tasks related to client accounts.
• Perform additional duties and responsibilities as assigned.

Required Qualifications

• Bachelor's degree or equivalent professional experience.
• Minimum of 3 years of experience in the financial services industry.
• Experience in a financial advisory, wealth management, investment management, retirement planning, or brokerage environment.
• Working knowledge of investment products, portfolio construction, and client service processes.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.
• Proficiency with: Microsoft Excel Microsoft Word Microsoft PowerPoint Microsoft Outlook Microsoft Teams Salesforce CRM

Preferred Qualifications

The following licenses and registrations are highly valued but not required: FINRA Series 7 Series 63 and/or Series 66 Series 65 Life, Accident & Health Insurance License Variable Contracts License

Benefits

We offer a competitive benefits package, including:

• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off (PTO)
• SIMPLE IRA Retirement Plan

Full-Time/Part-Time Full time

This is an onsite position, must be able to commute to Allentown, Pennsylvania.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers:

Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers