Financial Planning Associate: Path to Independent Advisor

Ameriprise Financial; White Bear Lake (MN); On-site; USD 54,000 - 85,000; Full time

Job summary

Ameriprise Financial is seeking a paraplanner to grow into an independent financial advisor within a White Bear Lake-based franchise. The role supports advisors with client data gathering, preliminary plans, insurance illustrations, and investment reporting, and involves meetings, calls, and emails with clients.

Responsibilities include preparing financial planning recommendations, understanding insurance needs, and generating visual aids for client meetings.

Qualifications

• Licensed with Series 7, Series 66, life, accident and health licenses or willingness to obtain licenses immediately.
• Financial professional designations are a plus.
• At least 2–5 years of experience in the financial planning industry preferred.
• Undergraduate degree in business, economics, or finance.
• An alternative degree would require additional industry experience.

Responsibilities

• Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings.
• Prepare and understand insurance for client meetings, including life, disability, and long-term care.
• Prepare charts, graphs, tables, and other visual aids for implementation meetings with clients.
• Develop portfolio/product solutions matching client risk tolerance and timeframe and deliverables.
• Manage and resolve client service problems as needed.
• Maintain client contact during the financial planning process.
• Process transactions for insurance, annuity and brokerage products.
• Review and update client information for review meetings.
• Assist with asset allocation, investment and Monte Carlo models.
• Assist with investment and retirement income tax planning strategies.
• Make calls to gather client data and qualify new clients.
• Discover growth opportunities within the client base by analyzing financial data.
• Maintain ongoing compliance database.
• Participate in ongoing client review meetings.
• Respond to client questions by email or outbound calls.

Skills

Attention to detail

Organizational skills

Communication

Time management

Entrepreneurial mindset

Regulatory compliance

Education

Bachelor's degree in business/economics/finance

Job description

Ameriprise Financial is seeking a paraplanner to grow into an independent financial advisor within a White Bear Lake-based franchise. The role supports advisors with client data gathering, preliminary plans, insurance illustrations, and investment reporting, and involves meetings, calls, and emails with clients.

Responsibilities include preparing financial planning recommendations, understanding insurance needs, and generating visual aids for client meetings.