Strategic Financial Planning Operations Lead

00001 Ameriprise Financial Inc; Allentown (Lehigh County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

SIMPLE IRA Retirement Plan

Job summary

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.

Responsibilities

• 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.

Skills

Portfolio support

Financial planning

Client service

Attention to detail

Communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Microsoft Teams

Salesforce CRM

Job description

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