Financial Planning Specialist

Financial Planning Specialist

JBJ Financial, a private wealth advisory firm, is seeking an experienced Financial Planning Specialist to join its team in Jacksonville, Florida. You will be part of a team that is affiliated with Ameriprise Financial, LLC, a trusted leader in the financial services industry. With JBJ Financial, you get the best of both worlds : A close-knit group of local advisors and support staff dedicated to personalized client service, combined with the cutting-edge resources and technology of Ameriprise. You will find joy and fulfillment in helping clients across the country reach their financial goals whether it is saving for retirement, college, a down payment, or all the above. Our ideal candidate is self-motivated and proactive; possesses a working knowledge of financial markets and strategies; consistently follows the highest standards of professional ethics and regulatory requirements when performing work activities; and has a sincere willingness to continually learn and grow.

Position Description

The Financial Planning Specialist plays an essential role in the firm, providing operational and administrative support to financial advisors to ensure a smooth workflow in a fast-paced environment. This individual provides client relationship support through managing, gathering, and analyzing client data; preparing preliminary financial plans and other client deliverables; preparing new accounts; conducting account transactions such as money movement and trades; and collaborating with clients to resolve issues and other practice management tasks as needed. The Financial Planning Specialist also responds to ad hoc requests, and coordinates and tracks business-as-usual projects.

Responsibilities

• Assist financial advisors with daily activities, including maintaining calendars, preparing correspondence, and providing customer service.
• Provide clients customer service in person and by phone, such as facilitating and resolving client service requests.
• Prepare and review new account documents.
• Prepare and review documents for all client meetings.
• Manage sensitive and confidential information responsibly across multiple platforms.
• Maintain administrative functions of the office, such as monitoring office supplies and mail.
• Perform other duties as assigned.

Essential Traits and Skills

Required Minimum Qualifications

Benefits and Salary

JBJ Financial is committed to supporting its employees at work and at home, offering professional growth opportunities and benefits to all full-time employees.

JBJ Financial embraces core values of inclusivity, collaboration, respect, and innovation. With a competitive salary and benefits package and career growth opportunities, choosing a career with JBJ Financial means joining a team with strong emphasis on team-building and professional development. We invest in our associates, encouraging them to expand their knowledge and reach their professional goals.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law and are subject to a criminal and credit background check as is required for this role.

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