Operations & Financial Planning Analyst

Position Summary
Step into an instrumental role and help conduct the smooth operation of a fast-paced—and friendly— wealth management and financial planning firm. The Operations & Financial Planning Specialist will elevate the client experience by providing exceptional service while serving as operational support to the financial advisors at TruVista Wealth Advisors.

The ideal candidate will be able to both operate independently and effectively collaborate within the team. This position will require a consistent adherence to the highest standards of business and professional ethics and comply with all legal and regulatory requirements.

Key Responsibilities

• Place trades as directed by advisors and process transactions in accordance with firm policy. Ensure accuracy of transactions and oversee managed account review process.
• Provide key technical support for the lead and servicing advisors, which includes but is not limited to client meeting prep, review and implement investment recommendations and suitability guidelines as directed and create investment and financial planning reports.
• Prioritize and perform work in accordance with established procedures.
• Protect client data and confidentiality.

Key Traits for Success

• Strong organizational skills with ability to complete detailed tasks with 100% accuracy.
• Highly systems-oriented, process focused and extremely organized.
• Analytical and strategic thinker with problem solving skills.
• Self-motivated and proactive with the ability to work both supervised and unsupervised.
• Efficient self-management and a demonstrated ability to multi-task.
• Possess keen logic, is a fast learner, and can adapt to change as needed.
• High competency on computer-based programs and applications such as Excel, MoneyGuide, Thomson ONE, and Morningstar.
• Excellent interpersonal skills to interact effectively with the team, clients, advisors, Ameriprise Corporate Office.
• Proven written and oral communications skills and client service orientation.
• Positive attitude and desire to constantly learn and grow.

Work Location

• In person
• No remote work

Our Culture could be described as:

• Detail-oriented, quality and precision-focused
• Outcome-oriented with a strong performance culture

Our Core Values are:

• Family, Respect, Humility, Grit, and Gratitude

Required Applicant Education and License Requirements

• Requires a bachelor's degree in Related Area of Study (Finance, Economics, Business, Accounting) or 3 years of industry related experience.
• Preference given to applicants with experience working in financial services, especially independent advisory practices.
• FINRA background check & FCRA investigative consumer report required prior to onboarding

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Accounting: 1 year (Preferred)
• Microsoft Excel: 3 years (Required)
• Financial planning: 1 year (Required)
• financial services Industry: 3 years (Required)

Ability to Commute:

• Farmington Hills, MI 48331 (Required)

Ability to Relocate:

• Farmington Hills, MI 48331: Relocate before starting work (Required)

Work Location: In person