This listing was posted on Professional Diversity Network.
Financial Planning Department Specialist
Location:
Bismarck, ND
Description:
Position PurposeThis 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 educationStay abreast of changes and regulations as related to the financial services industry Duties and Responsibilities Produce comprehensive financial plans using MoneyGuidePro/NaviPlan softwareProvide supporting documentation such as social security, Roth Conversion, pension, college, portfolio fees and other analysis as requiredIncorporate insurance and estate planning as necessary Qualifications and Skills Comprehensive knowledge of topics related to financial planningIn-depth understanding of the securities industry, including investment and insurance productsSelf-starter; highly motivatedManage time and delegate workflowResults-orientedExemplary written and verbal communication skillsAbility to maintain confidentialityExperience 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 processAdvanced Microsoft Excel skillsProficient 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 preferredFINRA SIE, Series 7 and 66 licenses Salary and Benefits Excellent salary and benefits package commensurate upon experience and educationAs 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 moreAt 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 time PDN-9bef870b-a4c5-4cd6-874b-d46ed6641020
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More About this Listing: Financial Planning Department Specialist
Financial Planning Department Specialist is a Other Jobs Financial Planning Department Job at Ameriprise Financial located in Bismarck ND. Find other listings like Financial Planning Department Specialist by searching Oodle for Other Jobs Financial Planning Department Jobs.
Financial Planning Department Specialist is a Other Jobs Financial Planning Department Job at Ameriprise Financial located in Bismarck ND. Find other listings like Financial Planning Department Specialist by searching Oodle for Other Jobs Financial Planning Department Jobs.