Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 2 days ago

Operations and Financial Planning Specialist

ameriprise151 open roles

Where
Allentown, Pennsylvania
Work mode
On site
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowOperations and Financial Planning Specialistameriprise · Allentown, Pennsylvania

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on ameriprise's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. ameriprise postings stay open a median of 10 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 2 days ago

ameriprise median: 10 days open

The posting

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Overview

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.

Key Responsibilities

Investment & Portfolio Support

  • 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.

Financial Planning Support

  • Help develop financial planning recommendations and deliverables.
  • 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.

Client Service & Relationship Management

  • 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.
  • Gather, review, and update client information to ensure all account records remain accurate and current.
  • Prepare meeting materials, reports, and documentation for client review meetings.
  • Participate in client meetings as needed to provide operational, planning, or investment-related support.

Reporting & Presentation Preparation

  • Create professional charts, graphs, tables, and presentation materials for client meetings.
  • Generate portfolio summaries, performance reports, and investment analyses.
  • Maintain accurate data and documentation within the firm's CRM and financial planning systems.
  • Assist in developing client presentations utilizing Microsoft Office applications.

Team & Operational Support

  • 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.

Required Qualifications

  • Bachelor's degree or equivalent professional experience.
  • 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.
  • Proficiency with:Microsoft Excel Microsoft Word Microsoft PowerPoint Microsoft Outlook Microsoft Teams Salesforce CRM
  • This is an onsite position, must be able to commute to Allentown, Pennsylvania.

Preferred Qualifications

The following licenses and registrations are highly valued but not required:

  • FINRA Series 7
  • Series 63 and/or Series 66
  • Series 65
  • Life, Accident & Health Insurance License
  • Variable Contracts License

Benefits

We offer a competitive benefits package, including:

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid Time Off (PTO)
  • SIMPLE IRA Retirement Plan

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against ameriprise's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on ameriprise's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    ameriprise's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.