Paraplanner

Threadneedle group; Idaho Falls, Northern (ID, KY); Hybrid; USD 55,000 - 90,000; Full time

Job summary

Ameriprise Financial seeks a meticulous paraplanner to support financial advisors in client service and planning workflow. You will help maintain client records, prepare planning recommendations, and assist with meetings to ensure a superior client experience.

Ideal candidates have strong attention to detail, excellent communication, and the ability to manage multiple tasks in a fast-paced setting. Remote work options exist, with preference for local candidates or relocation to the job location.

Qualifications

• Friendly, polite and clear phone manner.
• Exceptional attention to detail and organization.
• Strong organizational and computer skills.
• Effective communication with clients and other advisors/staff.
• Effective and efficient time management.
• Ability to multi-task.
• Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial.
• Ability to support and provide guidance for compliance within the advisor’s practice.
• Positive attitude and sincere willingness to learn and grow.

Responsibilities

• Maintain client management system and schedule.
• Call clients and prospects to set up appointments.
• Coordinate projects and manage BAU tasks including annual reviews.
• Attend or conduct client meetings as needed.
• Draft notes or letters on personal letterhead for administrative use.
• Coordinate client appreciation events and seminars.
• Develop preliminary financial planning recommendations for advisor review.
• Prepare product solutions aligned with client risk and time horizon.
• Provide guidance on marketing tools to grow the practice.
• Process transaction requests as directed by advisors.
• Maintain files per records retention policy.

Skills

Phone etiquette

Attention to detail

Organization

Client communication

Time management

Multi-tasking

Regulatory compliance

Advisory support

Positive attitude

Education

College degree

Job description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner.

Job Description

Do you love client service and work that requires excellent attention to detail? Do you want to make a real difference in people’s lives? Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. The paraplanner will primarily assist financial advisors and associate financial advisors with client service and financial planning workflow. Create and deliver an exceptional client experience that differentiates our practice. This position will consistently follow high standards of business and professional ethics while following legal and regulatory requirements. This position allows the advisor the assurance they to know that their practice is being maintained and supported within Ameriprise Financial guidelines. We are seeking candidates who are currently local to the area or are willing to relocate to the job location.

Position Functions

• Maintain client management system
• Call clients and prospects to set up appointments
• Respond to client requests, coordinate/track projects and manage business-as-usual projects such as setting and preparing for annual reviews
• Attend, participate in and/or conduct client meetings as needed
• Write notes or letters to clients on personal letterhead of administrative nature and handle client appreciation – “surprise and delight!”
• Coordinate client appreciation events and seminars
• Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings when licensed
• Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables when licensed
• Provide insight and recommendations to effectively use key marketing tools (MOD, Go Social, Advisor website, etc.) that help grow our practice
• Complete transaction requests as directed by financial advisors and associate financial advisors
• Maintain files and records in accordance with the records retention policy

Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties assigned by the advisors.

Key Traits of a Successful Paraplanner

• Friendly, polite and clear phone manner
• Exceptional attention to detail and organization
• Strong organizational and computer skills
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to learn and grow

Education and Other Designations

College degree or higher 2+ years of similar experience Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.

Pay

Excellent pay correlating to qualifications and experience with potential for bonuses.

Hiring Preference

We remain open to remote candidates who are a strong fit for the role. West Coast-based candidates are especially encouraged to apply to best align with business and operational needs.

Full-Time/Part-Time Full time

Equal Opportunity Employer

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.

For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below.