Licensed Paraplanner - Wealth & Portfolio Support

Ameriprise Financial Services, LLC; Campbell (CA); Presencial; USD 105 000 - 115 000; Tempo integral

Resumo da oferta

Ameriprise Financial Services, LLC in Campbell, CA is seeking a Licensed Paraplanner to support advisors with investment operations, research, portfolio construction, and client service across the enterprise.

Duties include trading (covered calls), generating investment recommendations, account administration and ensuring compliance with trading policies; strong communication and wealth management experience required. This is a full-time role with base pay 105K-115K per year.

Qualificações

• 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.
• Familiarity with Tompson & Vestmark trading platforms preferred, but not required.

Responsabilidades

• 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.
• Client Service & Account Administration: assist clients with investment-related requests; process money movements; process withdrawals; process RMDs / Inherited IRA RMDs; assist with post-meeting tasks.
• Compliance & Operations: maintain trading policy compliance; maintain ADV brochures and licenses.
• Financial Planning: manage data updates and accuracy for foundational planning; assist with occasional data entry and deliverables.
• Insurance & Advisory Support: create life, disability and long-term care proposals; monitor insurance premiums.

Conhecimentos

Strong communication

Trading knowledge

Investment knowledge

Organization

Attention to detail

Wealth management experience

Ferramentas

Tompson & Vestmark

Descrição da oferta de emprego

Ameriprise Financial Services, LLC in Campbell, CA is seeking a Licensed Paraplanner to support advisors with investment operations, research, portfolio construction, and client service across the enterprise.

Duties include trading (covered calls), generating investment recommendations, account administration and ensuring compliance with trading policies; strong communication and wealth management experience required. This is a full-time role with base pay 105K-115K per year.