Financial Planning Department Specialist at Ameriprise Financial in Bismarck, North Dakota

Job Description:

Position Purpose
This position will help support the financial planning team that is dedicated to providing exceptional service for the firm's financial advisors. This will include the creation of financial plans and other value-add, providing advice using current law and the everchanging industry updates.

Responsibilities

Team Leader

• Help the department manager support the team with training and education




• Stay abreast of changes and regulations as related to the financial services industry

Duties and Responsibilities

• Produce comprehensive financial plans using MoneyGuidePro/NaviPlan software




• Provide supporting documentation such as social security, Roth Conversion, pension, college, portfolio fees and other analysis as required




• Incorporate insurance and estate planning as necessary

Qualifications and Skills

• Comprehensive knowledge of topics related to financial planning




• In-depth understanding of the securities industry, including investment and insurance products




• Self-starter; highly motivated




• Manage time and delegate workflow




• Results-oriented




• Exemplary written and verbal communication skills




• Ability to maintain confidentiality




• Experience with financial planning software (MoneyGuidePro, Morningstar are a plus)




• Experience with Social Security opportunities; Medicare basic rules; Retirement savings vehicles; Basic tax knowledge; and other areas as they pertain to the financial planning process




• Advanced Microsoft Excel skills




• Proficient in the use of Microsoft Office - to include Word, Power Point, MS Teams, Outlook and other technology as needed

Education and Experience Requirements

• 4 years financial planning experience with bachelor's degree preferred




• FINRA SIE, Series 7 and 66 licenses

Salary and Benefits

• Excellent salary and benefits package commensurate upon experience and education




• As a full time employee of LFP Consulting, you are eligible for our benefits program, which includes medical, dental, vision, life & disability insurance, 401(k), PTO, holiday pay and more

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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Base Pay Salary

Remote Residents Only: The estimated base salary for this role is $50,000 - $70,000 / year. Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being

Full-Time/Part-Time

Full timePDN-9bef870b-a4c5-4cd6-874b-d46ed6641020 Apply Now