Financial Planning Associate — Paraplanner (San Diego)

Ameriprise Financial Services, LLC; San Diego (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Ameriprise Financial Services, LLC in San Diego, CA invites a Paraplanner to join our on-site team. The role supports financial advisors by preparing detailed financial plans, client reports and investment analyses, fostering timely service and client-centric delivery.

The ideal candidate will assemble data, conduct research, and coordinate meeting materials while maintaining files and ensuring compliance in a fast-paced environment.

Qualifications

• Strong foundation in financial planning and finance, with ability to apply concepts.
• Analytical skills to interpret financial data, evaluate options and risks.
• Knowledge of investments, asset classes, diversification, risk/return.
• Report writing to create client summaries and plans.
• Relevant bachelor’s degree in finance, economics, accounting or business.

Responsibilities

• Prepare detailed financial plans for clients and advisors.
• Assemble client reports and analyze investment and retirement scenarios.
• Gather and organize client data, perform financial research.
• Prepare meeting materials and follow-up tasks for timely service.
• Maintain client files and ensure compliance with regulations.
• Collaborate with advisors and staff to document recommendations.

Education

Bachelor's degree in finance, economics, accounting, business, or related field

Tools

Microsoft Office (Excel, PowerPoint)

CRM systems

Financial planning software

Job description

Ameriprise Financial Services, LLC in San Diego, CA invites a Paraplanner to join our on-site team. The role supports financial advisors by preparing detailed financial plans, client reports and investment analyses, fostering timely service and client-centric delivery.

The ideal candidate will assemble data, conduct research, and coordinate meeting materials while maintaining files and ensuring compliance in a fast-paced environment.