Licensed Paraplanner: Financial Planning & Client Care Pro

Ameriprise Financial Services, LLC; Limerick (Montgomery County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Ameriprise Financial Services, LLC is looking for a Licensed Paraplanner in Limerick, Montgomery County, to support financial advisors in a fast-paced and friendly financial planning office. This role involves assisting in workflow management, client relationship support, and preparing financial plans while adhering to high ethical standards. You should have a college degree, relevant licenses, and at least two years of similar experience. Competitive salary and benefits include 401(k), bonus based on performance, and paid time off.

Qualifications

• Maintain client contact during the financial planning process.
• Prepare preliminary financial planning recommendations.
• Develop portfolio recommendations aligned with client needs.

Responsibilities

• Help conduct the operation of a financial planning office.
• Assist financial advisors with workflow and client deliverables.
• Respond to ad hoc requests and manage projects.

Skills

Attention to detail

Effective communication

Time management

Client relationship support

Multi-tasking

Education

College degree or higher

2+ years of similar experience

Series 7 license

Series 66 license

State life, accident and health insurance licenses

Job description

Ameriprise Financial Services, LLC is looking for a Licensed Paraplanner in Limerick, Montgomery County, to support financial advisors in a fast-paced and friendly financial planning office. This role involves assisting in workflow management, client relationship support, and preparing financial plans while adhering to high ethical standards. You should have a college degree, relevant licenses, and at least two years of similar experience. Competitive salary and benefits include 401(k), bonus based on performance, and paid time off.