Personal Financial Planning Analyst Personal Financial Planning Analyst …

Ameriprise Financial, Inc.
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
Ameriprise Financial, Inc.
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
Personal Financial Planning Analyst
Job Description

Act as subject matter expert for financial planning (also working knowledge of insurance) within the practice. This position will be responsible for assisting financial advisors in the creation and delivery of financial planning.
This role provides support through collecting, entering and thoroughly analyzing client data, and preparing initial strategies, financial plans and direct client follow up.

Responsibilities

  • Act as subject matter expert for financial planning within the practice
  • Ideally have a working knowledge of life insurance and annuities (not required)
  • Partner with lead financial advisor on case design
  • Interact with clients for data collection and planning follow up items
  • Enter data for new financial plans into NaviPlan and other associated systems
  • Attend meetings for new planning clients to navigate software and illustrate planning scenerios
  • Run insurance illustrations for term/permanent life insurance, disability, and LTC
  • Manage annuity transactions
  • Initiate policy applications, reprojections and initiate funding
  • Work with clients on completing insurance paperwork
  • Respond to and assist clients and team with miscellaneous tasks


Required Qualifications

  • Bachelor's degree required
  • CFP, CPA, or MBA preferred
  • Experience creating financial plans
  • Effective communication with other advisors and staff
  • Ability to multi-task
  • A calm and pleasant client facing vibe
  • Team Player
Full time w/benefits
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