We are seeking a Financial Planning Analyst to assist our Financial Advisors and Associate Financial Advisors with the day to day work required to help our clients acheive their financial goals.
We are looking for a motivated individual with a high level of attention to detail to effectively run the back office operations of the finanical planning and investment management process. Some key functions of this job include rebalancing investment portfolios, financial plan data entry, and managing all client new business cases.
In addition to assisting in the financial planning and investment management process for the firm, the ideal candidate will also be responsible in working with all members of our team in creating an excellent client experience. We are looking for someone with some form of experience in the financial services field, with an added bonus if you hold any type of securities licensing (Series 7, Series 66, etc.)
In addition to the base salary, we offer the potential for a 9% annual bonus based on team metrics, individual bonuses based on measurable goals, and an annual team trip for hitting a stretch goal that we set each year. Our office also features a collection of coffee makers, snacks, and a shuffleboard table. While shuffleboard experience is not required, it is encouraged. We also provide our team members with Summer Friday's where we close the office at noon every Friday during the summer season.
If you are interested in this position, please email (do not use Indeed) your resume and cover letter to Matthew.Sangalli@ampf.com. In your cover letter tell us a bit about yourself, something not covered in your resume. We look forward to interviewing you!
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid parental leave
- Paid time off
- Professional development assistance
- Vision insurance
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Education:
- High school or equivalent (Preferred)
Ability to Relocate:
- Columbus, OH 43085: Relocate before starting work (Required)
Work Location: In person