Ameriprise US | Operations and Financial Planning Specialist

Key responsibilities

• We are seeking an experienced Operations and Financial Planning Specialist to join our growing financial advisory practice.
• This in-office position plays a key role in supporting client service, portfolio management, financial planning, and day-to-day business operations.
• The ideal candidate will have experience within the financial services industry, a strong attention to detail, and a passion for delivering exceptional support to both clients and advisors.
• This is an onsite position, must be able to commute to Allentown, Pennsylvania.
• Prepare preliminary portfolio recommendations and investment solutions for advisor review.
• Research and develop portfolio and product recommendations aligned with clients' goals, risk tolerance, and time horizon.
• Support portfolio implementation activities, including account maintenance and trading-related functions.
• Assist advisors in preparing investment proposals and client presentations.
• Create reports, analyses, and supporting documentation for client meetings.
• Ensure planning and investment recommendations are properly documented and maintained.
• Coordinate follow-up activities resulting from financial planning discussions and client reviews.
• Maintain proactive communication with clients throughout the financial planning and investment management process.
• Assist in resolving client service requests and issues in a timely, professional manner.
• Prepare meeting materials, reports, and documentation for client review meetings.
• Participate in client meetings as needed to provide operational, planning, or investment-related support.
• Create professional charts, graphs, tables, and presentation materials for client meetings.
• Maintain accurate data and documentation within the firm's CRM and financial planning systems.
• Assist in developing client presentations utilizing Microsoft Office applications.
• Collaborate closely with advisors, associate advisors, and paraplanners to support daily business operations.
• Identify opportunities to improve operational efficiency and help maintain compliance with firm policies and procedures.
• Manage administrative and operational tasks related to client accounts.
• Perform additional duties and responsibilities as assigned.
• Help develop financial planning recommendations and deliverables.
• Gather, review, and update client information to ensure all account records remain accurate and current.
• Reporting & Presentation Preparation

Required qualifications

• Minimum of 3 years of experience in the financial services industry.
• Experience in a financial advisory, wealth management, investment management, retirement planning, or brokerage environment.
• Working knowledge of investment products, portfolio construction, and client service processes.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.

Ameriprise US

Ameriprise US is an employer hiring in India. In its own words: "Get financial planning advice and retirement investment advice from Ameriprise financial advisors at ameriprise.com."

Its finance, accounts, audit and tax openings in India are mostly in Minneapolis, Allentown, Melville and Scottsdale.