Finance Jobs in Bedford, TX

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20d ago

Financial Planning Specialist

MomentUs Wealth Management Bedford, TX

Bedford, TX

20d ago

$73k+/yr Full time Advisor Client Relations Client Service

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Job Description

MomentUs Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, seeks a Financial Planning Specialist to support the firm’s advisor teams with financial planning work, data analysis, and client service. This onsite role in Bedford, Texas centers on proactive problem solving and delivering an exceptional client experience through precise analysis and collaborative support.

Responsibilities

Record meeting notes from advisor and client sessions and ensure action items are completed
Process trades in client accounts as directed by the servicing advisor, ensuring accuracy and timely execution
Proactively monitor client portfolios and tracked metrics to identify risks, opportunities, and next steps before issues arise
Assist with tracking business performance metrics and prepare insightful reports for advisor review
Maintain currency on financial planning tools, investment platforms, and industry best practices under advisor guidance
Support financial planning activities, including data analysis, plan updates, and delivering high-quality deliverables using planning software
Maintain working knowledge of annuity, life, disability, and long-term care (LTC) application processes, as well as estate settlement procedures
Collaborate with the Ameriprise home office to resolve account service issues efficiently and thoroughly
Process transactions and service requests as directed, ensuring follow-through to completion
Handle ad-hoc client service needs and address escalated service issues from client service managers
Communicate confidently by phone with clients, prospects, and the home office
Monitor and respond to client emails and calls, prioritizing urgent matters and anticipating needs
Demonstrate ownership by identifying process improvements and contributing ideas to enhance client service and team efficiency
Perform additional duties as assigned by financial advisors and other team members

Requirements

Minimum of four years of experience in the personal financial services industry
Bachelor’s degree required
Series 7 license
Series 66 (or Series 63 and 65)
Texas Life Insurance license

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

Job Details

Job Type: Full-time
Salary: USD 72,500 per year
Location: Bedford, TX (onsite)

Work Location

On-site role based in Bedford, TX.

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)

Education

Bachelor’s degree (Required)

Experience

Financial planning: 4 years (Preferred)

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