Financial Planning Analyst

ArkWise Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, headquartered in Charlottesville, Va., and serving clients in 30 states, seeks an experienced Financial Planning Analyst to help our clients pursue Clarity, Confidence, and Contentment in their financial affairs. We serve generous, civically engaged generational families who care deeply about family harmony and leaving a legacy. The Analyst we hire will be responsible for analyzing client cases and generating financial plans that help clients steward a generational legacy.

Financial Planning Analyst Job Description:

Our Financial Planning Analyst creates and updates comprehensive financial plans, conducts research, and ensures that clients’ financial documents are in order. This person plays a critical role in analyzing clients’ financial information, preparing recommendations for financial advisors to present, and ensuring implementation of agreed strategies. Key responsibilities include:

• Financial Plan Preparation: Develop and maintain client financial plans by gathering data, assessing current financial situations, and determining financial goals.
• Client Interaction: Strengthen client relationships by gathering client information, handling inquiries, and assisting with strategy implementation.
• Research and Analysis: Collaborate with clients’ tax and legal professionals. Conduct research on investment products, tax laws, and estate planning strategies to provide up-to-date recommendations.
• Portfolio Recommendations: Prepare and propose investment recommendations for clients’ risk tolerance, time horizon, and tax considerations.
• Compliance and Regulation Adherence: Ensure that all financial plans and activities comply with relevant laws, regulations, and ethical standards.
• Meeting Preparation: Propose and prepare clear, actionable agendas with executive advisor summaries to direct high-value meetings and decisions for clients.
• Follow-through: Complete and document all assigned action items from client meetings within time expectations to keep clients on track with agreed-upon actions.
• Trading:Execute trades as requested to ensure excellent client experience.

Requirements:

• Integrity: As fiduciaries, we are committed to doing what is right for the client, every time.
• Education: College degree or higher; a degree in financial planning, finance, accounting, economics, or a related field preferred.
• Certification: Certified Financial Planner (CFP®) or equivalent experience is required for this role.
• Licenses: Series 7, 66, and State Life, Accident, and Health insurance licenses required.
• Experience: Three or more years of experience in financial planning or a similar support role. Experience with Ameriprise systems and software is preferred.

Skills:

• Strong knowledge of financial planning principles and processes, especially estate and philanthropic strategies.
• Proficiency with NaviPlan financial planning software strongly preferred.
• Proficiency with Microsoft Office, especially Excel.
• Salesforce proficiency preferred.
• Analytical skills with the ability to assess complex financial situations.
• Strong written and verbal skills.
• Exceptional attention to detail in scheduling, completing, and tracking work.
• Excited to work collaboratively with a team.

Career Path:

Our Financial Planning Analyst will deliver 150-170 financial plans in a 12-month cycle. The ideal candidate has experience in both backstage and client-facing roles. She or he prefers the backstage analytic work of finding solutions for clients and energetically embraces the responsibility for careful analysis and on-time plan delivery. This person embraces the entrepreneurial energy of a small business and the opportunities to be known and valued as an important player on a mission-driven team.

Current responsibilities are allocated as follows:

• 60% planning and analysis
• 20% client, attorney, CPA, and vendor interaction for preparation and follow-through, including trading
• 20% collaboration with teammates, including sitting in client meetings

As the firm grows, this person will have responsibility for mentoring and developing interns and one or more paraplanners.

Interested candidates should send a résumé and cover letter to Amanda.Alderman@ampf.com.

Job Type: Full-time

Pay: $85,000.00 - $100,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Day shift

Work Location: Hybrid remote in Charlottesville, VA 22902

Salary : $85,000 - $100,000