Trading / Financial Planning Analyst

Are you a detail-oriented individual with a passion for financial planning? Do you thrive in a dynamic, fast-paced environment? If so, we invite you to join our client’s on-site team as a Trading/Financial Planning Analyst supporting a top Private Wealth Advisory Practice of Ameriprise Financial. In this role, you’ll play a crucial part in the success of our client’s practice by providing exceptional support to their Advisors.

Our client’s practice is one of the leading names in the industry, offering comprehensive financial planning and asset management services. Located in downtown Glendale, their well-established practice is known for its commitment to excellence and professionalism.

Best-in-Class Benefits and Perks:

Our client values their employees’ time and efforts. Their commitment to your success is enhanced by competitive compensation and an extensive benefits package that includes:

• Career Growth: Numerous opportunities for career advancement within our practice
• Competitive Compensation: $30-$40 per hour ($65,000 - $85,000 annually), depending on relevant experience.
• Quarterly Bonuses: Eligible for quarterly performance-based bonuses.
• Full Benefits: Comprehensive benefits package, including multiple health insurance plan options, cash fringe benefits, educational reimbursement, short & long-term disability, life insurance, 401(k) plan, and paid covered parking.

Plus, they work to maintain the best possible environment for their employees, where people can learn and grow with the company. They strive to provide a collaborative environment where everyone feels encouraged to contribute to their processes, decisions, planning, and culture.

To be successful as a Trading / Financial Planning Analyst, you should have:

• Series 7
• Highly analytical with strong mathematical skills.
• Bachelor’s Degree.
• 2 years of professional experience preferred.
• Commitment to professionalism and superb client service that meets or exceeds client expectations.
• Ability to handle multiple tasks in a fast-paced environment.
• Position is on-site in our downtown Glendale office.

This is not a sales position.

As a Trading/Financial Planning Analyst, you will play a crucial role in the team’s success by:

• Processing trades in a timely and accurate manner via Thomson & Vestmark trading platforms
• Preparing financial plans for Advisor use in client meetings
• Gathering, reviewing, and updating client financial information in financial planning software
• Preparing reports to assist Advisors in client meetings
• Preparing portfolio allocations that reflect the client’s risk tolerance
• Preparing appropriate product deliverables and maintaining all documents by FINRA and SEC requirements.
• Assisting with ad-hoc projects utilizing advanced Excel and Outlook skills

If you’re ready to contribute to the success of our client’s practice and embark on a rewarding career path, we encourage you to apply for the Trading/Financial Planning Specialist position. Join our client in a collaborative environment where your integrity and dedication will significantly impact their clients’ financial health and goodwill.

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.