Licensed Paraplanner for Wealth Management & Portfolio Ops

Ameriprise Financial; Campbell (CA); On-site; USD 105,000 - 115,000; Full time

Job summary

Ameriprise Financial is seeking a Licensed Paraplanner to support advisors with investment operations, research, portfolio construction, and client service. The role requires Series 7 and 66 licensing, wealth management experience, and strong communication and analytical skills. Familiarity with Vestmark trading platforms is a plus.

This is a full-time role with a base salary of $105K-$115K per year. You will collaborate with clients and internal teams to ensure accurate data, compliant

Qualifications

• Series 7 & 66 licensing required
• Wealth management experience
• Desire to become a financial advisor
• Strong communication skills
• Strong trading and investment knowledge
• Organization and attention to detail required
• Familiarity with Tompson & Vestmark trading platforms preferred, but not required

Responsibilities

• Investment & Portfolio Management: Trading, including writing covered calls; generate investment recommendations; monitor and rebalance portfolios; attach accounts to models; monitor cash balances and distributions; manage maturing products
• Market research & wholesaler meetings: conduct research to support advisor recommendations
• Client Service & Account Administration: assist clients with investment-related requests; process money movements; process withdrawals; RMDs/Inherited IRA RMDs; support post-meeting client tasks
• Compliance & Operations: maintain trading policy compliance; keep ADV brochures and licenses up to date
• Financial Planning: manage data updates for foundational planning; occasional data entry and deliverables
• Insurance & Advisory Support: create life, disability and long-term care proposals; monitor insurance premiums

Skills

Licensing: Series 7 & 66

Wealth management experience

Strong communication skills

Strong trading & investment knowledge

Organization & attention to detail

Tools

Tompson & Vestmark trading platforms

Job description

Ameriprise Financial is seeking a Licensed Paraplanner to support advisors with investment operations, research, portfolio construction, and client service. The role requires Series 7 and 66 licensing, wealth management experience, and strong communication and analytical skills. Familiarity with Vestmark trading platforms is a plus.

This is a full-time role with a base salary of $105K-$115K per year. You will collaborate with clients and internal teams to ensure accurate data, compliant