Financial Planning Specialist

Ameriprise Financial • Calabasas, CA

2d • Onsite

About The Position

We are a client-focused financial planning practice dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future. We are seeking a highly organized and client-focused Financial Planning Specialist to join our growing team. This position plays a vital role in supporting advisors throughout the financial planning process by preparing plans, coordinating client deliverables, managing planning workflows, and serving as a knowledgeable resource for clients during the implementation of financial planning recommendations. This is an excellent opportunity for someone who enjoys financial planning, thrives in a collaborative environment, and is looking to continue building a long-term career within the wealth management industry.

Requirements

• Bachelor's degree preferred
• Two or more years of experience in financial services, wealth management, or financial planning preferred
• Experience supporting Financial Advisors, Paraplanners, or Financial Planners strongly preferred
• CFP® certification preferred but not required
• Strong understanding of comprehensive financial planning concepts
• Exceptional organizational skills and attention to detail
• Ability to prioritize multiple projects while maintaining a high level of accuracy
• Strong analytical and critical thinking abilities
• Excellent written and verbal communication skills
• Commitment to continuous learning and professional development
• Series 7
• Series 66 (or Series 65 & 63)
• State Life, Accident & Health Insurance License

Nice To Haves

• Experience using MoneyGuide or similar financial planning software
• Working knowledge of Ameriprise systems and processes preferred
• Ability to interpret financial statements and planning documents
• Experience preparing comprehensive financial plans and client meeting materials
• Strong technology skills, including Microsoft Office Suite, Adobe Acrobat, Microsoft Teams, and CRM software
• Ability to process money movement requests accurately
• High level of professionalism, integrity, and confidentiality
• Outstanding client relationship and communication skills
• Strong time management and organizational abilities
• Ability to work independently while collaborating effectively with advisors and team members

Responsibilities

• Enter, update, and maintain client financial information within MoneyGuide
• Review and interpret client financial statements and supporting documentation
• Assist clients throughout the financial planning process by answering questions regarding: Outside investment accounts, Ameriprise accounts, Money movement requests, Bank authorizations
• Prepare planning reports, follow-up correspondence, and client documentation for advisor review and signature
• Coordinate meeting preparation by updating agendas, preparing reports, and ensuring all planning materials are complete
• Track financial planning deliverables from creation through completion
• Upload planning deliverables to the Home Office for review
• Assist advisors with implementation of financial planning recommendations
• Maintain organized electronic client files and planning documentation
• Ensure planning records remain accurate, complete, and compliant
• Manage planning workflows and prioritize multiple deadlines
• Complete miscellaneous projects and operational initiatives assigned by advisors
• Support a smooth and efficient planning experience for both advisors and clients

Benefits

• Paid time off and paid holidays
• 401(k) with employer match
• Long-term disability insurance
• Licensing and professional development support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree