Paraplanner

Ameriprise Financial Services, LLC; San Diego (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Ameriprise Financial Services, LLC in San Diego, CA invites a Paraplanner to join our on-site team. The role supports financial advisors by preparing detailed financial plans, client reports and investment analyses, fostering timely service and client-centric delivery.

The ideal candidate will assemble data, conduct research, and coordinate meeting materials while maintaining files and ensuring compliance in a fast-paced environment.

Qualifications

• Strong foundation in financial planning and finance, with ability to apply concepts.
• Analytical skills to interpret financial data, evaluate options and risks.
• Knowledge of investments, asset classes, diversification, risk/return.
• Report writing to create client summaries and plans.
• Relevant bachelor’s degree in finance, economics, accounting or business.

Responsibilities

• Prepare detailed financial plans for clients and advisors.
• Assemble client reports and analyze investment and retirement scenarios.
• Gather and organize client data, perform financial research.
• Prepare meeting materials and follow-up tasks for timely service.
• Maintain client files and ensure compliance with regulations.
• Collaborate with advisors and staff to document recommendations.

Education

Bachelor's degree in finance, economics, accounting, business, or related field

Tools

Microsoft Office (Excel, PowerPoint)

CRM systems

Financial planning software

Job description

Company Description

Ameriprise Financial Services, LLC has been helping clients feel more confident about their financial future for over 130 years. The firm offers comprehensive investment advice, asset management, and insurance solutions, supported by a nationwide network of approximately 10,000 financial advisors. Ameriprise serves a broad range of individual and institutional investors through corporate locations across the U.S. and globally, and advisor offices in all 50 states. As a registered investment adviser and member of FINRA and SIPC, Ameriprise provides regulated investment advisory and securities services, with a strong focus on responsible guidance and risk awareness.

Role Description

The Paraplanner role at Ameriprise Financial Services, LLC is a full-time, on-site position based in San Diego, CA. This role supports financial advisors by preparing detailed financial plans, assembling client reports, and analyzing investment and retirement scenarios. Day-to-day responsibilities include gathering and organizing client data, conducting financial and investment research, meeting preparation and follow through, and managing new client onboarding. The Paraplanner collaborates closely with advisors to prepare meeting materials, document recommendations, and track follow-up tasks to help ensure timely and accurate service. The role also involves maintaining client files, adhering to compliance requirements, and contributing to a professional, client-centered office environment.

Qualifications

• Strong foundation in financial planning and finance, with the ability to apply planning concepts to client situations.
• Analytical skills to interpret financial data, evaluate investment options, and identify risks and opportunities.
• Knowledge of investments and capital markets, including basic asset classes, diversification, and risk-return principles.
• Report writing skills to create clear, structured financial plans, presentations, and client summaries.
• Relevant education such as a bachelor's degree in finance, economics, accounting, business, or a related field.
• Proficiency with financial planning software, CRM systems, and Microsoft Office (especially Excel and PowerPoint).
• Detail orientation, organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
• Strong interpersonal and communication skills to work effectively with advisors and client-facing staff.
• Interest in or progress toward professional designations such as CFP, ChFC, or similar credentials is beneficial.