Senior Licensed Paraplanner (Financial Planning, Onboarding & Trading)
Ameriprise Financial – Nashua, NH | Full-Time
A dynamic, growth-oriented, and well-established Ameriprise Financial practice in Nashua, NH is seeking an experienced Licensed Paraplanner to join our team.
At Ameriprise Financial, we help clients feel confident about their financial future by delivering comprehensive financial planning and investment advice. Our team serves families, individuals, and small organizations, helping them achieve their goals and simplify their financial lives.
About Our Team
We are a collaborative team led by two experienced financial advisors, operating in a family office-style environment with a focus on multi-generational financial planning. We currently serve over 400 client families and advise on more than $350M in assets under management.
Our practice is built on delivering comprehensive, goal-based financial planning combined with thoughtful investment guidance. We prioritize building strong, long-term relationships with our clients—helping families navigate financial decisions across multiple generations and life stages.
Position Overview
The Licensed Paraplanner plays a critical role in the client experience and planning process, supporting advisors through financial analysis, client onboarding, and investment implementation. This role is ideal for a detail-oriented professional who enjoys both planning and operational execution.
Key Responsibilities
Client Onboarding & Planning Support
- Lead onboarding process for new clients
- Gather and input financial data into Money Guide Pro and CRM
- Prepare financial plans and run illustrations
- Review financial documentation
- Track planning agreements and deliverables
Financial Planning & Analysis
- Analyze client goals and financial situations
- Support development of planning strategies
- Ensure accuracy of planning deliverables
Trading & Account Implementation
- Execute trades and account transactions
- Monitor and verify trade accuracy
- Maintain compliant documentation
Client & Team Support
- Respond to client inquiries
- Collaborate with team members
- Identify process improvements
Qualifications
- Bachelor’s degree
- 3+ years financial services experience
- Series 7 and 66
- Life & Health insurance license
- Experience with Money Guide Pro and Salesforce preferred
- Strong attention to detail and communication skills
Compensation & Benefits
$60,000 – $75,000 base salary plus bonus potential, Simple IRA with 3% match, PTO, and insurance options.
How to Apply
Submit resume and cover letter.
Equal Opportunity Employer.
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- Financial planning services
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
Work Location: In person
