Licensed Client Service & Paraplanning Professional

00001 Ameriprise Financial Inc; Town of Charlotte (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

Ameriprise Financial is seeking a licensed Client Service Associate/Paraplanner to support a collaborative wealth management team. The role blends client service with financial planning analysis, helping advisors prepare plans and meet client needs.

The ideal candidate will be licensed (Series 7/66 and Life/Health), highly organized, and service-oriented, with interest in deepening planning expertise and presenting planning recommendations alongside advisors.

Qualifications

• Active securities licenses and state life/health license.
• Bachelor's degree in a related field preferred.
• Experience in wealth management or financial planning environment preferred.

Responsibilities

• Serve as a primary point of contact for client service requests and administrative needs.
• Prepare meeting materials, agendas, reports, and client review packages.
• Attend client meetings, take notes, and ensure action items are completed.
• Support advisors with post-meeting follow-up and scheduling.
• Assist with planning analyses and use planning software to update plans.

Skills

Series 7

Series 66

Life/Health License

Organisational skills

Verbal & written communication

Time management

Attention to detail

Professional demeanor

Education

Bachelor's degree in Finance/Financial Planning/Business/Economics

Tools

MoneyGuidePro

Job description

Ameriprise Financial is seeking a licensed Client Service Associate/Paraplanner to support a collaborative wealth management team. The role blends client service with financial planning analysis, helping advisors prepare plans and meet client needs.

The ideal candidate will be licensed (Series 7/66 and Life/Health), highly organized, and service-oriented, with interest in deepening planning expertise and presenting planning recommendations alongside advisors.