What are the responsibilities and job description for the FINANCIAL PLANNING ANALYST position at Ameriprise Financial/KAZ, SP?
Seeking full-time Financial Planning Analyst / Paraplanner to step into instrumental role in fast-paced, high volume investment advisory and financial planning practice. The ideal candidate will be detailed-oriented, motivated and exemplifies excellent analytical skills with the ability to interpret complex financial data. This is a support non-sales role, working for an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. The position will assist financial advisors in delivering exceptional service to clients by preparing comprehensive financial plans, conducting research all while ensuring compliance and industry regulations. This position is essential to the support and growth of our practice and client relationships.
