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Auremont Wealth Advisors, Ameriprise Financial
Financial Planning Specialist
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Based on Michigan data
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What they do
A Financial Operations Specialist specializes in foreseeing or carrying out financial transactions or other routine operations that are influenced by compliance needs. Requires some knowledge of accounting, billing, customer service and contracts. Helps businesses and their customers resolve financial billing and reconciliation issues.
$58,937 / year median in Michigan
-7% projected decline
Job Description
Financial Planning Specialist Auremont Wealth Advisors, Ameriprise Financial Troy, MI Job Details Full-time $55,000 - $65,000 a year 2 hours ago Benefits Health savings account Disability insurance Health insurance Dental insurance 401(k) Paid time off Employee assistance program Vision insurance 401(k) matching Professional development assistance Life insurance Qualifications Data analysis skills Financial software Research Financial analysis Bachelor's degree Attention to detail Financial goal setting advisory services Data-driven problem-solving Financial education Full Job Description Job Summary We are seeking a dynamic and detail-oriented Financial Planning Specialist to join our team. In this role, you will be instrumental in guiding clients through comprehensive financial strategies, ensuring their goals are met with precision and confidence. Your expertise will help clients optimize their wealth, manage risks, and plan for the future using advanced financial concepts and analysis. This position offers an exciting opportunity to make a meaningful impact by delivering tailored financial solutions that empower clients to achieve financial security and success. This is a great role for those on the path to become a financial advisor. Duties Develop personalized financial plans by analyzing clients' financial data, including assets, liabilities, income, and expenses Meet with advisors to help develop financial planning strategies for their clients Conduct detailed financial analysis to recommend goal based advice Efficiently manage the financial planning processes for multiple advisors Present financial sales proposals confidently, highlighting benefits of various financial services and products Maintain up-to-date knowledge of tax laws and incorporate tax experience into planning strategies Use Money Guide Pro and other financial planning tools to help develop comprehensive financial plans Experience Proven experience in financial planning, wealth management or asset management roles or the background and desire to learn Demonstrated expertise in financial analysis, investment management, and research techniques Excellent customer relationship management skills with a focus on building trust and long-term client relationships Proficiency in financial software applications and research platforms to support data-driven decision making Join us to leverage your passion for finance in a role that challenges you daily while helping clients secure their futures!