Licensed Client Service & Paraplanning Specialist

Ameriprise Financial; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Ameriprise Financial is seeking a licensed Client Service Associate/Paraplanner to join a collaborative wealth management practice in Charlotte. You will support lead advisors, prepare planning analyses, attend client meetings, and help deliver a high-quality client experience.

The role combines client service responsibilities with paraplanning tasks, including data gathering, planning recommendations, and using planning tools like MoneyGuidePro.

Qualifications

• Active Series 7 license
• Active Series 66 license (or equivalent)
• State Life, Accident & Health Insurance license
• Strong organizational and time management skills
• Excellent verbal and written communication skills
• Bachelor's degree in Finance or related field (preferred)

Responsibilities

• Serve as primary client service contact and administrative support
• Prepare meeting materials, agendas, and client review packages
• Attend client meetings and document notes with follow-up actions
• Assist with financial planning data gathering and planning analyses
• Support advisors with paraplanning tasks and scheduling
• Coordinate client money movement requests within policy and regulatory guidelines

Skills

Active Series 7 license

Active Series 66 license

State Life, Health Insurance license

Excellent communication

Strong organizational skills

Education

Bachelor's degree in Finance or related field

Tools

MoneyGuidePro

Job description

Ameriprise Financial is seeking a licensed Client Service Associate/Paraplanner to join a collaborative wealth management practice in Charlotte. You will support lead advisors, prepare planning analyses, attend client meetings, and help deliver a high-quality client experience.

The role combines client service responsibilities with paraplanning tasks, including data gathering, planning recommendations, and using planning tools like MoneyGuidePro.