Financial Planning Specialist

Position Overview

MomentUs Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a Financial Planning Specialist. This opportunity is ideal for a proactive, client-first professional who takes ownership of their work, anticipates client needs, and consistently delivers exceptional service to clients and advisors. The successful candidate is a self-starter who thrives on problem solving, pays close attention to detail, and is devoted to a superior client experience. Compensation starts at $72,500.00 per year.

Key Responsibilities

• Take notes during advisor and client meetings and follow through with action items
• Execute trades in client accounts as confirmed by the servicing advisor, ensuring accuracy and timeliness
• Proactively monitor and analyze client portfolios and tracked metrics, identifying risks, opportunities, and next steps before issues arise
• Assist in tracking business performance metrics and preparing insightful reports for advisor review
• Stay current on financial planning tools, investment platforms, and industry best practices with advisor guidance
• Support financial planning activities, including data analysis, plan updates, and preparation of high-quality deliverables using financial planning software
• Maintain working knowledge of annuity, life, disability, and long-term care (LTC) application processes, as well as estate settlement procedures
• Take initiative in working with the Ameriprise home office to resolve account service issues efficiently and thoroughly
• Process transaction and service requests as directed, ensuring follow-through to completion
• Handle ad-hoc client service needs and address escalated services issues from client service managers
• Confidently communicate by phone with clients, prospects, and the home office
• Monitor and respond to client emails and calls, prioritizing urgent matters and anticipating client needs
• Demonstrate ownership by identifying process improvements and contributing ideas to enhance client service and team efficiency
• Perform additional allowable duties as assigned by financial advisors and other team members

Qualifications & Ideal Candidate Traits

• Minimum of four years of experience in the personal financial services industry
• Bachelor’s degree required
• Active licenses required: Series 7 and Series 66 (or Series 63 and 65); Texas Life Insurance license
• CFP certification (or candidate) preferred, but not required
• Self-motivated, proactive, and willing to go the extra mile for clients and teammates
• Strong problem solver who takes initiative and sees tasks through to resolution
• Highly organized, detail-oriented, and solutions-focused
• Team player with a strong service mindset and excellent communication skills
• Ability to adhere to firm policies, regulatory requirements, and Ameriprise compliance standards
• Comfortable supporting and reinforcing compliance best practices within the firm
• Positive attitude and genuine desire to learn, grow, and serve others

Job Details & Benefits

• Job Type: Full-time
• Benefits:
  • 401(k) with matching and profit sharing
  • Paid time off
  • Professional development assistance and tuition reimbursement program
  • Health stipend – not health insurance
  • Disability Insurance
• Work Location: In person
• Commute/Relocation: Bedford, TX 76022 — reliable commute or relocation required prior to start date

Education & Credentials

Bachelor’s degree (required). FINRA licenses (required). CFP designation (preferred).