Operations and Financial Planning Specialist
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Before you apply
LocationAllentown, Pennsylvania
Work modeon-site
Typefull-time
SeniorityMid
DepartmentFinancial Advisory
Company size10,000+ people
PostedOct 22, 2026 · 2w ago
Verified live16h ago
At a glanceSummarised by Seekless from the posting.
Experience within the financial services industry
Strong attention to detail
Passion for delivering exceptional support to clients and advisors
About the company
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
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Prepare preliminary portfolio recommendations and investment solutions for advisor review.
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Research and develop portfolio and product recommendations aligned with clients’ goals, risk tolerance, and time horizon.
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Support portfolio implementation activities, including account maintenance and trading-related functions.
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Assist advisors in preparing investment proposals and client presentations.
Financial Planning Support
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Help develop financial planning recommendations and deliverables.
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Create reports, analyses, and supporting documentation for client meetings.
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Ensure planning and investment recommendations are properly documented and maintained.
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Coordinate follow-up activities resulting from financial planning discussions and client reviews.