Paraplanner

Ameriprise Financial Services, LLC; Little Rock (AR); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) with contribution

Health/dental/vision

PTO

Bonus opportunity

10 paid holidays

Job summary

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.

Based in Little Rock, AR, you will work on-site with a focus on accurate financial planning and client interactions.

Qualifications

• Licenses: Series 7 and 66 (or 63/65) required.
• Excellent communication and client service skills.
• Strong attention to detail and organization.
• Proficient with Microsoft Office Suite.
• Ability to multi-task in a fast-paced environment.
• Minimum of 3 years experience in financial planning or wealth advisory.

Responsibilities

• Build and maintain professional client relationships.
• Handle account inquiries and escalate when needed.
• Serve as a primary point of contact for advisor and client communications.
• Prepare financial plans and conduct investment research.
• Complete trades and transactions accurately.
• Prepare agendas, reports, forms, and documentation for client meetings.
• Maintain Salesforce notes and client follow-up tasks.
• Prepare and submit new business paperwork.
• Coordinate transfers, rollovers, wires, and deposits.
• Maintain documentation within CRM and workflow systems.
• Process expense reports and prepare client correspondence.
• Scan, organize, and maintain digital files.
• Support advisors with office tasks and projects.

Skills

Series 7 & 66 license

Microsoft Office

Communication & client service

Multi-tasking

Attention to detail

Wealth planning experience

Education

Wealth management related education

Tools

Salesforce

CRM systems

Workflow systems

Job description

Small Wealth Management — Little Rock, AR

Full-time | On-site

About the Role

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplannerto support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.

What You’ll Do

Client Service & Relationship Management

• Build and maintain professional relationships with clients.
• Handle account inquiries and escalate as needed.
• Serve as a primary point of contact for advisor and client communications.
• Prepare financial plans and conduct investment research.
• Complete trades and transactions accurately.
• Prepare agendas, reports, forms, and documentation for client meetings.
• Maintain Salesforce notes and client follow-up tasks.

Operations & Workflow Management

• Prepare and submit new business paperwork.
• Coordinate transfers, rollovers, wires, and deposits.
• Maintain documentation within CRM and workflow systems.

Administrative Support

• Process expense reports and prepare client correspondence.
• Scan, organize, and maintain digital files.
• Support advisors with office tasks and projects.

Qualifications

• Series 7 and 66 (or 63/65)
• Excellent communication and client service skills
• Strong attention to detail and organization
• Proficiency with Microsoft Office Suite
• Ability to multi-task in a fast-paced environment
• High integrity and confidentiality
• Minimum of 3 years experience in the financial planning or wealth advisory industry

Who Succeeds in This Role

• Dependable, proactive, and service-minded
• Detail-oriented with strong accuracy
• Excellent communicator and team collaborator
• Organized and able to handle multiple tasks
• Motivated by helping clients achieve clarity and confidence

About Small Wealth Management

Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours.

Small Wealth Management is an equal opportunity employer.

Salary: $65,000–$85,000 per year

Schedule: Monday–Friday, 8am–5pm

Work Location: Onsite

• Benefits: 401(k) with contribution, health/dental/vision, PTO, bonus opportunity, and 10 paid holidays.

Ameriprise Financial Services, LLC provides comprehensive financial planning, investment advice, and asset management services through a nationwide network of experienced financial advisors.

707 2nd Ave S, Minneapolis, MN 55402, US