Licensed Paraplanner: Portfolio Mgmt & Client Support

RiverSource Life Insurance Company; Campbell (CA); On-site; USD 105,000 - 115,000; Full time

Job summary

Ameriprise Financial is seeking a Licensed Paraplanner in Campbell, California to support advisors with investment operations, portfolio construction, and client service. The role involves market research, account administration, and ensuring compliance with trading policies and licenses.

The ideal candidate has Series 7 and 66 licensing, wealth management experience, and a drive to become a financial advisor. This on-site position offers full-time hours and a competitive base salary.

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

• Support advisors with investment operations and client servicing
• Assist with portfolio construction, rebalancing, and account administration
• Contribute to market research and performance monitoring
• Ensure compliance with trading policies and licensing requirements
• Assist with insurance and advisory support tasks

Skills

Strong communication

Trading & investment knowledge

Attention to detail

Wealth management experience

Tools

Tompson & Vestmark trading platforms

Job description

Ameriprise Financial is seeking a Licensed Paraplanner in Campbell, California to support advisors with investment operations, portfolio construction, and client service. The role involves market research, account administration, and ensuring compliance with trading policies and licenses.

The ideal candidate has Series 7 and 66 licensing, wealth management experience, and a drive to become a financial advisor. This on-site position offers full-time hours and a competitive base salary.