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Financial Planning Analyst

Company: Proviant Group
Location: Saint Cloud
Posted on: September 10, 2019

Job Description:

As a Financial Planning Analyst you will work with financial advisors in many aspects of the financial planning process including reviewing, analyzing, and preparing financial analyses and spreadsheets for clients. This person will review financial documents, insurance policies, tax return, wills and other client documents used in the financial planning process.  Planning Analyst reports to the Operations Director and takes work direction from Financial Planning Manager and financial advisors. Duties and Responsibilities The Financial Planning Analyst Shall: retreive and print client data needed to prepare assigned client appointment reports.review and interpret client's financial statements, employer benefit and retirement plan statements, legal documents and any other data needed in order to be able to input data into spreadsheets and financial planning software accurately and efficiently.follow up with clients by phone or letter as necessary to request any missing data.prepare all assigned Portfolio Managemtent Tool or PMT (Software used to create investment performance reports) and Portfolio Balance reports for semi-annual planning clients and annual non-planning clients in Excel for client appointments using the standard Proviant Group written procedure per the Proviant Group established time standards.prepare all assiged annual NaviPlan Review documents in Excel according to the written Proviant Group NaviPlan procedures checklist and NaviPlan standards and expectations. The Planning Analyst should be able to complete the NaviPlan using internal statements and reports and the client worksheet containing financial data the client provides. The analyst should also be able to add comments, strategies and recommendations utilizing the NaviPlan paragraph template and their own ideas. The NaviPlan should be completed proficiently and with limited advisor input.prepare all new financial plans using the Ameriprise Financial corporate provided financial planning software (currently NaviPlan) according to the NaviPlan procedure and checklist developed by advisors and planning analysts of the firm. Adhere to specific time standards that have been established to provide timely efficient processing of financial plans for Proviant Group clients.prepare PMT reports, S & P stock reports, and Morningstar mutual fund reports as needed and/or requested by financial advisors.assemble PMT, NaviPlan Reviews or NaviPlan plans, proposals, reports and prospectuses for advisor presentation to clients during their appointments.coordinate additional requests with Client Service Managers, i.e. insurance illustrations and financial planning agreements.complete any other appropriate tasks as requested. Skills and Educational Requirements The Financial Planning Analyst Shall: have a working knowledge of basic computing.be proficient in Microsoft Word, Microsoft Excel and Microsoft Outlookhave a working knowledge of Ameriprise Technology Applications, including - Thomson Financial, Morningstar/Advisor Workstation, Advisor Compass, Contact Manager, Status Manager and others as neededbe able to use Ameriprise Financial internal website (Advisor Compass) for company news, forms retrieval, and bulletins.be able to look up client accounts and analyst reports on Ameriprise Financial Brokerage.be analytical, detail-oriented and possess strong math skills.have excellent oral and written communication skills. have excellent interpersonal skillsflexibility to work in a changing environmentbe able to work effectively individually and with all team membersbe detail-oriented and able to prioritize workbe able to work in an unstructured environment with critical time demands. have excellent time management skillsmaintain client and business confidentialityhave a high school diploma; with advanced training/education preferredhave one or more years' experience in financial planning business is desirable

Keywords: Proviant Group, Saint Cloud , Financial Planning Analyst, Other , Saint Cloud, Minnesota

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