Financial Planning Paraplanner: Data-Driven Client Support

Ameriprise Financial; Perrysburg (OH); On-site; USD 75,000 - 90,000; Full time

Job summary

Ameriprise Financial is seeking a Paraplanner to support financial advisors in a fast-paced planning office. You will assist in data gathering, preliminary plan prep, and client deliverables while maintaining professional ethics and regulatory compliance.

The role focuses on client relationship support, coordinating projects, and handling BAU tasks with accuracy and strong communication. This is a full-time position based in Perrysburg, OH, with base pay around $75k+ and licensing requirements

Qualifications

• College degree or higher
• 2+ years of similar experience
• Must study for and pass Series 7, Series 66, and state life/health licenses

Responsibilities

• Prepare preliminary financial planning recommendations and initial product solutions for advisor review and client meetings.
• Create charts, graphs, tables and visuals for client implementation meetings.
• Maintain client contact during the financial planning process and answer questions as needed.
• Review and update client information for review meetings and attend client meetings when necessary.
• Manage and resolve client service problems and support compliance within the advisor's practice.

Skills

Attention to detail

Time management

Communication

Multi-tasking

Education

Bachelor's degree or higher

Job description

Ameriprise Financial is seeking a Paraplanner to support financial advisors in a fast-paced planning office. You will assist in data gathering, preliminary plan prep, and client deliverables while maintaining professional ethics and regulatory compliance.

The role focuses on client relationship support, coordinating projects, and handling BAU tasks with accuracy and strong communication. This is a full-time position based in Perrysburg, OH, with base pay around $75k+ and licensing requirements