Description:

Work independently within a team of financial planning analysts to create financial planning deliverables for financial advisors. The best candidate is one who thrives working independently in a self-directed, self-managed environment with high expectations related to quality and delivery. This posting is paid training for entry level/career changers. This opportunity is appropriate for people who aspire to: start/change careers into financial services or become a financial advisor in the future.

The starting salary for the paid training is $45,000 per year. We do not consider in our hiring decision, nor will we ask for, your salary history.

This job is 100% in person for at least 12 months.

Responsibilities:

Data Gathering and Organization

· Assist advisors in collecting client data

· Gather and organize data

· Identify missing data

Data Entry and Analysis

· Enter data into financial planning software

· Check data entry via self-audit

· Perform preliminary case analysis

Deliverable Creation

· Create financial planning deliverable per advisor specifications

· Work with advisor to identify strategies

· Prepare preliminary client recommendations for advisor

· Edit final document to make it a client-friendly, professional deliverable

Other

· Self-directed work flow

· Perform other financial analysis as requested by advisors

Qualifications:

Must haves

· The ability to interpret financial statements and learn financial planning software

· Strong analytical and writing skills

· Strong attention to detail, positive attitude and desire to learn

· An interest in financial planning and investment management

· Proficiency in MS Word, MS Excel, and the ability to learn financial planning software

· Ability to work independently

· Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)

· High School Diploma, or equivalent

Nice to Haves

· Bachelor’s Degree

· A desire and the ability to obtain the Certified Financial Planner (CFP®) designation within 5 years

Job Type: Full-time

Pay: $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• Please attach a cover letter or use this space to explain: 1. What are your career goals over the next 2-3 years. 2. If you are not currently in the financial services industry, why do you wish to pursue a career in this field? If you are currently in the financial services industry, how does this opportunity help you achieve your goals? 3. Please confirm you saw the salary for this opportunity and it meets your needs. Candidates who do not answer these questions will not be considered.
• Please confirm you are aware this position is 100% in person in Cranston, RI and you can reliably commute.

Work Location: In person

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