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Financial Plan Writing Specialist

Cranston, Rhode Island
$55,000 - $65,000/year plus benefits as listed in job description
Closing date
Aug 24, 2024

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Job Role
Financial Planning Support
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Financial Plan Writing Specialist – 2+ Years of Experience


Our Financial Plan Writing Specialists revel in the day-to-day details and data analysis to create stellar financial plans for our client advisors.; If you enjoy detailed project work, developing plans from the beginning of data collection to data analysis and ending with accurate and clear financial recommendations we want to talk to you. This is a great opportunity for CFP candidates seeking meaningful work to fulfil the CFP experience requirement. Remote and Hybrid positions available.


Data Gathering and Organization

  • Assist advisors in collecting client data
  • Gather and organize data
  • Identify missing data

Data Entry and Analysis

  • Enter data into financial planning software
  • Check data entry via self-audit
  • Perform preliminary case analysis

Deliverable Creation

  • Create financial planning deliverable per advisor specifications
  • Work with advisor to identify strategies
  • Prepare preliminary client recommendations for advisor
  • Edit final document to make it a client-friendly, professional deliverable


  • Self-directed workflow
  • Perform other financial analysis as requested by advisors


Must haves

  • 2-3 years’ experience in a financial advisory firm as a financial plan writer or financial planning specialist.  Ameriprise experience a plus.
  • 2-3 years’ experience in financial services
  • Strong analytical and writing skills
  • Strong attention to detail, positive attitude and desire to learn
  • An interest in financial planning and investment management
  • Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
  • Ability to work independently
  • Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
  • High School Diploma, or equivalent

Nice to Haves

  • Bachelor’s Degree

Application Requirement - Resume and Cover letter

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

  • Describe your current work situation and why you are applying for this role.
  • What interested you in this role?
  • What specific skills do you possess that will help you succeed?
  • Describe your experience directly writing financial plans. What software did you use? Describe your exact role in the process. How many plans have you written in the last 12 months?
  • What is your experience working with a financial advisor? Either professionally or as a client. If you have no experience with a financial advisor in any capacity, explain why you think someone would work with a financial advisor?
  • Confirm you saw the salary range for this position and that it meets your expectations.
  • Explain the amount of money you expect to earn two years from now. Why should we hire you.

Job Type: Full-time

Salary: $55,000.00 - $65,000.00 per year


  • 401(k) with company match
  • Health, Dental and Vision insurance
  • Employee assistance program
  • Flexible schedule
  • Paid time off
  • Bonus potential
  • Professional development assistance






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