Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Guided Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial, is seeking a highly motivated and licensed Financial Planning Specialist to join our dynamic team. This individual will play a crucial role in supporting our client service and financial planning efforts. The ideal candidate possesses the necessary licenses (Series 7, Series 66, and Life & Health) and is eager to grow with our practice, eventually transitioning into a Financial Advisor role.
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This position offers the opportunity for career growth within our practice. The successful candidate will have the chance to transition into a Financial Advisor role, taking on additional responsibilities and contributing to the long-term success of our clients and the practice.
If you are a dedicated and licensed financial professional looking to make a significant impact in a growing private wealth advisory practice, we invite you to apply. Please submit your resume and cover letter when applying.
Guided Wealth Advisors is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.