Paraplanner

Responsibilities

• Support financial advisors with client service and financial planning workflows
• Maintain client management systems and ensure accurate record retention
• Coordinate client appointments, annual reviews, and appreciation events
• Prepare preliminary financial planning recommendations and product solutions
• Manage administrative tasks including client correspondence and project tracking
• Assist with marketing tools to help grow the financial advisory practice
• Complete transaction requests as directed by advisors

Requirements

• College degree or higher
• 2+ years of similar experience in a financial services or administrative role
• Ability to obtain Series 7, Series 66, and State life, accident, and health insurance licenses

Preferred Qualifications

• Strong organizational and computer skills
• Exceptional attention to detail and ability to multi-task in a fast-paced environment
• Excellent communication skills and a professional phone manner
• Ability to adhere to strict regulatory and compliance guidelines

Benefits

• Competitive pay correlating to qualifications and experience
• Potential for performance-based bonuses

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. With a team of 22,000 people across 19 countries, we serve millions of individual, small business, and institutional clients globally.