Position Title: Financial Planning Specialist
Step into an instrumental role as a Financial Planning Specialist with The Bergamot Group, a financial advisory practice of Ameriprise Financial. The office is located in Blythewood, SC.
The Financial Planning Specialist will primarily assist the financial advisors in the financial planning, investment management, and client service workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.
As a Financial Planning Specialist, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. The Financial Planning Specialist will assist financial advisors in working with clients to help them achieve their financial goals.
Responsibilities and time allocation may change over time to meet the needs of the practice and can include other duties as assigned by the advisors.
Position functions:
Key traits of a successful Financial Planning Specialist:
Education and other designations:
Job Type: Full-time
Pay: From $70,000.00 per year
Benefits:
Weekly schedule:
Work setting:
License/Certification:
Ability to Commute:
Ability to Relocate:
Work Location: In person