Top 43 Paraplanner Jobs

Paraplanner
Ameriprise Financial —Idaho Falls, ID
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Planning Associate/Paraplanner (Financial Administration)
METRO Financial Strategies —Bedford, NH
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Paraplanner
Ameriprise Financial —West Chester, OH
- $25 - $35 an hour
- Part-time
- Background check
- Microsoft Outlook
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Paraplanner / Associate Financial Advisor
Ameriprise Financial —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Paid time off
Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Financial Paraplanner
Ascend Financial Group —Minneapolis, MN
- $50,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Paraplanner
Grayling Associates, Inc. —Clemmons, NC
- $60,000 - $70,000 a year
- Full-time
- Customer service
- Writing skills
- Research
- Paid time off
Quick Apply
Paraplanner
Ameriprise Financial - Washington —Bellevue, WA
- $78,000 - $95,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Communication skills
- Paid holidays
- Dental insurance
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- In-person
- Entry level
Paraplanner
Thompson Financial Group —Baltimore, MD
- $80,000 - $120,000 a year
- Office
- Microsoft Office
- Analysis skills
Quick Apply
Paraplanner
Scarbrough Financial Group —San Rafael, CA
- Microsoft Outlook
- 5 years
- Office
Client Service Specialist/Financial Paraplanner
Golden Reserve LLC —Akron, OH
- $70,000 - $100,000 a year
- Overtime
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor / Paraplanner
Farther Finance —San Francisco, CA
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
Paraplanner
Ameriprise Financial - California —Merced, CA
- $28 - $33 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Paraplanner
Kestra Financial —Fairfield, NJ
- Full-time
- Microsoft Word
- Data analysis skills
- Research
- Health insurance
- 401(k)
Quick Apply
Paraplanner
Capital Strategies —Albuquerque, NM
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
Quick Apply
6d
Paraplanner
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Writing skills
- Data analysis skills
- Mid-level
- Paid holidays
- Health insurance
Paraplanner
Fidelis Financial Strategies —Cookeville, TN
- $40,000 - $70,000 a year
- Full-time
- Research
- Mid-level
- Office
- Continuing education credits
- Health savings account
Quick Apply
13d
Paraplanner/Client Service Advisor
Financially Yours Advisory Services —Orange, CA
- $35 - $42 an hour
- Part-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- 401(k)
- 401(k) matching
Quick Apply
Paraplanner
Cypress Financial Planning, LLC —Haddon Heights, NJ
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- 401(k)
- Paid time off
Quick Apply
1d

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Paraplanner

Ameriprise Financial -
Idaho Falls, ID

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Job Details

Full-time

Qualifications

Series 66
Series 7
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

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.

Job Description

Do you love client service and work that requires excellent attention to detail? Do you want to make a real difference in people’s lives? Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.
The paraplanner will primarily assist financial advisors and associate financial advisors with client service and financial planning workflow. Create and deliver an exceptional client experience that differentiates our practice. This position will consistently follow high standards of business and professional ethics while following legal and regulatory requirements.

This position allows the advisor the assurance they to know that their practice is being maintained and supported within Ameriprise Financial guidelines

Position Functions:

Maintain client management system
Call clients and prospects to set up appointments
Respond to client requests, coordinate/track projects and manage business-as-usual projects such as setting and preparing for annual reviews
Attend, participate in and/or conduct client meetings as needed
Write notes or letters to clients on personal letterhead of administrative nature and handle client appreciation – “surprise and delight!”
Coordinate client appreciation events and seminars
Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings when licensed
Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables when licensed
Provide insight and recommendations to effectively use key marketing tools (MOD, Go Social, Advisor website, etc.) that help grow our practice
Complete transaction requests as directed by financial advisors and associate financial advisors
Maintain files and records in accordance with the records retention policy
Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties assigned by the advisors.

Key Traits of a Successful Paraplanner:

Friendly, polite and clear phone manner
Exceptional attention to detail and organization
Strong organizational and computer skills
Effective communication with clients and other advisors/staff
Effective and efficient time management
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor’s practice
Positive attitude and sincere willingness to learn and grow

Education and Other Designations:

College degree or higher
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.

Pay:

Excellent pay correlating to qualifications and experience with potential for bonuses.

Hiring Preference:

We remain open to remote candidates who are a strong fit for the role. West Coast-based candidates are especially encouraged to apply to best align with business and operational needs.

Full-Time/Part-Time

Full time

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

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

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