Paraplanner

Threadneedle group; Irvine (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health and vision benefits

401k with employer match

Professional development support

PTO

Job summary

ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a Paraplanner / Associate Financial Advisor to support our growing wealth management practice. You will execute financial planning strategies, manage investment operations, and assist advisor-led client relationships to deliver strong outcomes.

Responsibilities include preparing client meeting materials, onboarding support, and ensuring a consistent client experience.

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2–5 years of experience in financial services or wealth management.
• Experience with trading, transactions, and account documentation.
• Strong organizational, analytical, and communication skills.
• Series 7 and 63/66 licenses (or ability to obtain).
• California Insurance License (or ability to obtain).

Responsibilities

• Prepare materials and recommendations for client meetings.
• Assist with client onboarding and ongoing service needs.
• Support advisors in delivering a consistent client experience.

Skills

Analytical

Communication

Organizational

Client support

Education

Bachelor's degree in Finance/Business

Tools

CRM software

Financial planning software

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

ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a detail-oriented and motivated Paraplanner / Associate Financial Advisor (AFA) to support our growing wealth management practice. This role is responsible for executing financial planning strategies, managing investment operations, and supporting advisor-led client relationships to help deliver strong client outcomes.

Key Responsibilities

Client & Advisory Support

• Prepare materials and recommendations for client meetings

• Assist with client onboarding and ongoing service needs

• Support advisors in delivering a consistent client experience

Trading & Transactions

• Execute trades in accordance with firm policies and client objectives

• Process contributions, distributions, transfers, and rollovers

• Monitor transactions and resolve discrepancies

Financial Planning & Analysis

• Assist in the development and maintenance of financial plans

• Reach out to clients to request updated financial documents in preparation of the planning meeting.

• Support tracking of required distributions and key planning deadlines

Investment Research & Portfolio Support

• Conduct research to support portfolio strategies and model updates

• Analyze performance, risk, and allocation changes

• Assist in evaluating investment solutions

Operations & Compliance

• Prepare and process submission of required forms for money movement requests, distributions or transfers when required.

• Maintain accurate and organized client records

• Ensure adherence to Ameriprise policies and regulatory requirements

Qualifications Required:

• Bachelor’s degree (Finance, Business, or related preferred)

• 2–5 years of experience in financial services or wealth management

• Experience with trading, transactions, and account documentation

• Strong organizational, analytical, and communication skills

• Series 7 and 63/66 licenses (or ability to obtain)

• California Insurance License (or ability to obtain)

Preferred:

• Experience as a Paraplanner or Planning Associate

• Familiarity with financial planning software and CRM systems

• CFP® coursework or progress toward designation

Compensation & Benefits

• Health and vision benefits

• 401k with employer match

• Professional development support

• PTO

Base Pay Salary

The salary will be $85,000 – $100,000 (based on experience)

Full-Time/Part-Time

Full time

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.