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

• Ability to manage multiple tasks simultaneously and complete assignments independently in a fast-paced environment.

• Extremely high level of attention to detail and organization.

• Effective and efficient time management.

• Excellent written and verbal communication skills for internal and public-facing interactions.

• Committed to providing exceptional, professional customer service in person, by phone, and via email.

• Ability to adhere to industry rules and regulations as stated and required by the advisors and Ameriprise Financial.

• Maintains a positive and collaborative attitude.

• Maintains discretion with confidential information.

• Comfortable working as part of a team.

• Proficient with Microsoft Office.

• Experience with CRM systems

Required Minimum Qualifications

• Bachelor’s degree.

• FINRA Series 7 and Series 66, and Florida 2-15 Life, Health, and Variable annuities.

• Two years of experience in the financial services or insurance industry.

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.

• Retirement plan with an employer match.

• Health, dental, and vision insurance.

• Paid vacation days and holidays.

• Life, short-term disability, and long-term disability insurance options.

About JBJ Financial and Ameriprise

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.

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.

Full time