Financial Planning Assistant

About Glades Wealth Partners
At Glades Wealth Partners, we are a dynamic team of seven professionals enthusiastic about delivering exceptional financial advice and client service. Guided by our core values—Community, Integrity, Clarity, and Teamwork—we have earned recognition as a Forbes Best-in-State Wealth Management Team (2025) and received the Ameriprise Client Experience Award four years in a row. We believe work should be fun. We love dogs, humor, and creating a positive, engaging environment while staying laser-focused on helping clients achieve their financial goals.

Position Overview

We are seeking a meticulous and tech-savvy Financial Planning Assistant to support our advisory team. This role involves gathering, entering, and analyzing client data using Money Guide, our financial planning software. You will also lead the integration of MoneyGuide Wealth Studios, helping us enhance client engagement and planning outcomes.

This is a great opportunity for someone who thrives on precision, process improvement, and learning new tools. You will also assist with operational and administrative tasks that contribute to the overall success of our practice.

Key Responsibilities

• Gather, organize, and update client financial data from internal systems and external sources

• Accurately enter and maintain client information and meeting follow-up items in Money Guide and CRM

• Build and maintain financial plans, including scenario modeling and goal tracking

• Spearhead the integration and utilization of Money Guide Wealth Studios

• Collaborate with advisors to prepare planning materials for client meetings

• Identify opportunities to improve workflows, data accuracy, and planning efficiency

• Stay current on updates and best practices related to Money Guide and Wealth Studios

• Answer client questions and provide readily available account information, as allowable

• Support colleagues and assist with franchise-wide tasks as needed

Qualifications

• Bachelor’s degree required

• 2+ years of experience in financial services or a related field preferred

• Familiarity with Money Guide, Salesforce, Thomson ONE, and Microsoft Office Suite is a plus

• Strong analytical skills and mindfulness

• Tech-forward mindset with a passion for learning new software

• Excellent organizational and communication skills

• Ability to work independently and collaboratively within a team

Why Join Us?

• Be part of a high-performing, award-winning team

• Work in a culture that values innovation, humor, and heart

• Enjoy opportunities for professional growth, development, and licensing

• Help shape the future of our financial planning process and operations

• Competitive compensation and benefits package

• Paid time off and holidays

• On-site workout room

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time