Top 1 Paraplanner Jobs in Merced, Ca

Paraplanner
Ameriprise Financial - California —Merced, CA
- $28 - $33 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Paid time off
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Paraplanner
Ameriprise Financial - California —Merced, CA
Answer and route phone calls, providing prompt responses to client inquiries. Process trades and transactions (solicited trades require advisor approval if…
$28 - $33 an hour
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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
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Paraplanner

Ameriprise Financial - California -
Merced, CA

Quick Apply

Job Details

Full-time
$28 - $33 an hour

Benefits

Health insurance
Paid time off
Retirement plan

Qualifications

Report preparation
Customer records maintenance
Investment advisory support
Microsoft Excel
Customer relationship building
Email customer support
Microsoft Outlook
Trading
Account maintenance
Financial transaction processing
Phone communication
Professional ethics
Client file management
Series 66
Mid-level
Phone call screening
Meeting scheduling
Client database systems
Series 7
Salesforce Cloud
Managing clients in a finance role
Financial records management
Investment account customer support
Sales management systems proficiency
Organizational skills
Financial services
CRM system proficiency
Life & Health Insurance License
Communication skills
Account opening

Full Job Description

Paraplanner

Steve Teranishi – Financial Advisor with Ameriprise Financial Services
Location: Merced, CA

Full-Time or Part-Time | In-Office

About Us

Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care.

This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.

Key Responsibilities

Prepare for client meetings, including compiling reports and follow-up materials
Draft and send client communications, including follow-up emails and documentation
Answer and route phone calls, providing prompt responses to client inquiries
Process trades and transactions (solicited trades require advisor approval if unlicensed)
Assist with account openings, money movement, and form preparation
Maintain accurate client records in CRM and manage eMeeting scheduling
Support advisors in ongoing client relationship management
Collaborate with team members to ensure operational efficiency

Qualifications

Prior financial services experience preferred; Ameriprise practice experience a plus
Strong organizational skills and high attention to detail
Excellent verbal and written communication abilities
Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred
Ability to manage multiple priorities in a fast-paced environment
Commitment to client confidentiality and professional ethics
Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses

Compensation & Benefits

$28–$33 per hour, based on experience
Non-exempt
Licensing and professional development support
Paid time off and benefits package (medical & retirement plans)
Opportunity for career growth within an expanding practice

Work Environment

Flexible full-time or part-time opportunity
In-office role based in Merced, CA
Collaborative, team-oriented environment
Direct interaction with clients and advisors

How to Apply

Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.

Equal Opportunity Employer

Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

Quick Apply

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