Paraplanner

Responsibilities

• Prepare preliminary financial planning recommendations and initial product solutions for advisor review
• Develop portfolio and product solution recommendations tailored to client risk tolerance and time frames
• Create charts, graphs, tables, and other visual aids for use in client implementation meetings
• Maintain client contact during the financial planning process and provide account-related information
• Review and update client information for upcoming review meetings
• Manage and resolve client service issues and practice management tasks
• Assist with daily business operations and coordinate projects such as client seminars

Requirements

• College degree or higher
• 2+ years of similar experience in a financial planning environment
• Series 7 license
• Series 66 license
• State life, accident, and health insurance licenses

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 more than 3.5 million individual, small business, and institutional clients. We are a longstanding leader in financial planning, global asset management, and insurance.