Financial Planning Analyst / Associate Financial Advisor

Ameriprise Financial Services, LLC•Glen Allen, AL

About The Position

About the Role: SecureBridge Wealth Advisors is seeking a motivated and detail oriented Financial Planning Analyst / Associate Financial Advisor to support our advisory team in delivering a world class client experience. This role blends financial planning analysis, client service, and advisory support—ideal for someone early in their wealth management career who’s eager to grow into a client facing advisor. You’ll work closely with lead advisors to prepare financial plans, support meeting preparation and follow up, handle client service requests, and help facilitate plan implementation. Key Responsibilities: Financial Planning & Analysis Gather, organize, and maintain detailed client financial data. Prepare comprehensive financial plans and perform analysis, stress‑testing, and data verification. Help interpret plan output and assist in implementing planning recommendations Client Service & Support Serve as a first point of contact for incoming client questions and service needs. Create client presentations, reports, and meeting materials. Support onboarding of new clients, including data collection and account setup. Conduct meeting preparation and manage post‑meeting follow‑up tasks. Advisory Support Prepare investment or planning recommendations for advisor review. Execute trades and service requests as directed by the lead advisor. Participate in client meetings (with opportunity to gradually take on segments of meetings). Maintain accuracy and quality across all client deliverables and interactions. Who You Are Detail‑oriented, organized, and comfortable managing multiple workflows. Strong communicator with the ability to explain financial concepts clearly. Curious, proactive, and eager to grow into a client‑facing advisory role. Tech‑savvy with the ability to learn financial planning and CRM systems. Preferred Qualifications Bachelor’s degree in financial planning, finance, economics, business, or related field. CFP® designation/interest in pursuing the CFP® designation (or already enrolled). Experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus. Prior experience in financial services is helpful but not required. Career Path & Growth This role is designed as the first step in the SecureBridge Advisor Career Path, with clear progression opportunities up to lead advisor. Growth is supported through hands‑on mentorship, structured skill development, and increasing responsibility in financial plan creation, client interaction, and ultimately advisory leadership. Performance Indicators Success in this role is measured by: Accuracy and quality of planning work. Responsiveness and professionalism in client service. Technical proficiency with planning systems and data. Demonstrated progress toward advisory skills and designations. 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. Full-Time/Part-Time Full time We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Requirements

Detail‑oriented, organized, and comfortable managing multiple workflows.
Strong communicator with the ability to explain financial concepts clearly.
Curious, proactive, and eager to grow into a client‑facing advisory role.
Tech‑savvy with the ability to learn financial planning and CRM systems.

Nice To Haves

Bachelor’s degree in financial planning, finance, economics, business, or related field.
CFP® designation/interest in pursuing the CFP® designation (or already enrolled).
Experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus.
Prior experience in financial services is helpful but not required.

Responsibilities

Gather, organize, and maintain detailed client financial data.
Prepare comprehensive financial plans and perform analysis, stress‑testing, and data verification.
Help interpret plan output and assist in implementing planning recommendations
Serve as a first point of contact for incoming client questions and service needs.
Create client presentations, reports, and meeting materials.
Support onboarding of new clients, including data collection and account setup.
Conduct meeting preparation and manage post‑meeting follow‑up tasks.
Prepare investment or planning recommendations for advisor review.
Execute trades and service requests as directed by the lead advisor.
Participate in client meetings (with opportunity to gradually take on segments of meetings).
Maintain accuracy and quality across all client deliverables and interactions.