Financial Planning Paraplanner — Client Solutions & Analysis

00001 Ameriprise Financial Inc; Perrysburg (OH); On-site; USD 68,000 - 83,000; Full time

Job summary

Ameriprise Financial is seeking a Paraplanner to support financial advisors by preparing preliminary financial plans and product solutions. You will assist in client meetings, organize data, and produce visuals such as charts and tables to aid decision-making.

The role emphasizes client service, attention to detail, and adherence to regulatory requirements, with the salary starting around $75k+ annually for licensed candidates.

Qualifications

• College degree or higher.
• 2+ years of related experience in financial services or planning.
• Willingness to obtain securities licenses (Series 7, Series 66) and relevant state life/health licenses.

Responsibilities

• Prepare preliminary financial planning recommendations and product solutions for advisor review and client meetings.
• Develop charts, graphs, and visuals to support planning discussions.
• Maintain client information, respond to ad hoc requests, and support day-to-day office operations.

Skills

Attention to detail

Client communication

Time management

Multi-tasking

Compliance support

Professional ethics

Education

College degree or higher

2+ years of similar experience

Series 7/66 and state licenses exams readiness

Job description

Ameriprise Financial is seeking a Paraplanner to support financial advisors by preparing preliminary financial plans and product solutions. You will assist in client meetings, organize data, and produce visuals such as charts and tables to aid decision-making.

The role emphasizes client service, attention to detail, and adherence to regulatory requirements, with the salary starting around $75k+ annually for licensed candidates.