Financial Planning Analyst - Richmond, VA
1 day ago
Job description
About the Role: SecureBridge Wealth Advisors is seeking a motivated and detail oriented Financial Planning Analyst / Associate Financial Advisor to support our advisory team in delivering a world class client experience. This role blends financial planning analysis, client service, and advisory support—ideal for someone early in their wealth management career who's eager to grow into a client facing advisor. You'll work closely with lead advisors to prepare financial plans, support meeting preparation and follow up, handle client service requests, and help facilitate plan implementation.
Key Responsibilities:
Financial Planning & Analysis
Gather, organize, and maintain detailed client financial data.
- Prepare comprehensive financial plans and perform analysis, stress‑testing, and data verification.
- Help interpret plan output and assist in implementing planning recommendations
Client Service & Support
Serve as a first point of contact for incoming client questions and service needs.
- Create client presentations, reports, and meeting materials.
- Support onboarding of new clients, including data collection and account setup.
- Conduct meeting preparation and manage post‑meeting follow‑up tasks.
Advisory Support
Prepare investment or planning recommendations for advisor review.
- Execute trades and service requests as directed by the lead advisor.
- Participate in client meetings (with opportunity to gradually take on segments of meetings).
- Maintain accuracy and quality across all client deliverables and interactions.
Who You Are
Detail‑oriented, organized, and comfortable managing multiple workflows.
- Strong communicator with the ability to explain financial concepts clearly.
- Curious, proactive, and eager to grow into a client‑facing advisory role.
- Tech‑savvy with the ability to learn financial planning and CRM systems.
Preferred Qualifications
Bachelor's degree in financial planning, finance, economics, business, or related field.
- CFP designation/interest in pursuing the CFP designation (or already enrolled).
- Experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus.
- Prior experience in financial services is helpful but not required.
Career Path & Growth
This role is designed as the first step in the SecureBridge Advisor Career Path, with clear progression opportunities up to lead advisor.
- Growth is supported through hands‑on mentorship, structured skill development, and increasing responsibility in financial plan creation, client interaction, and ultimately advisory leadership.
Performance Indicators
Success in this role is measured by:
- Accuracy and quality of planning work.
- Responsiveness and professionalism in client service.
- Technical proficiency with planning systems and data.
- Demonstrated progress toward advisory skills and designations.
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.
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.
Full-Time/Part-Time
Full time
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