We are a private wealth advisory practice with Ameriprise Financial Services focused on client-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future.
We are seeking a detail-oriented Paraplanner to join our team and serve as a key support resource throughout the financial planning process. This role is ideal for someone who enjoys financial analysis, client interaction, and working in a collaborative environment where organization, accuracy, and responsiveness are highly valued.
Position Overview
The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information, creating planning deliverables, and assisting with ongoing client service needs. This individual will work closely with advisors to ensure a seamless planning experience while helping maintain the high level of service our clients expect.
This role is well-suited for someone looking to deepen their financial planning knowledge, gain exposure to all aspects of the client experience, and build a long-term career within the financial services industry.
Key Responsibilities
• Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
• Gather, review, and analyze client financial information to support planning strategies and recommendations
• Prepare charts, graphs, tables, and other visual aids for client presentations and implementation meetings
• Develop portfolio and product solution recommendations that align with client goals, risk tolerance, and time horizon
• Maintain client communication throughout the financial planning process
• Respond to client inquiries and provide account servicing support as appropriate and allowable
• Review and update client information in preparation for client review meetings
• Attend and participate in client meetings as needed
• Coordinate and track projects, follow-up items, and ongoing planning initiatives
• Perform additional practice management and client service responsibilities as assigned
Qualifications & Experience
• Bachelor's degree preferred
• Two or more years of financial services industry experience preferred
• Previous experience in a paraplanner, financial planning, client service, or advisor support role strongly preferred
• Strong analytical, organizational, and problem-solving skills
• Exceptional attention to detail and accuracy
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Ability to work independently while collaborating effectively with advisors and team members
Licensing Requirements
Candidates must currently hold or be willing to obtain the following licenses within six months of hire:
• Series 7
• Series 66
• State Life, Accident, and Health Insurance License
Preferred Skills
• Strong client service and relationship management skills
• Accountability and ownership mindset
• Effective self-management and time management
• Technology proficiency and ability to quickly learn new systems
• Experience creating polished and visually appealing client materials
• High level of professionalism and confidentiality
• Ability to support compliance and regulatory requirements within the practice
• Positive attitude and commitment to continuous learning and professional development