Paraplanner – Financial Planning & Client Solutions

Ameriprise Financial Services, LLC; Perrysburg (OH); On-site; USD 68,000 - 83,000; Full time

Job summary

Ameriprise Financial is seeking a Paraplanner to assist financial advisors in the planning workflow, prepare preliminary financial plans, and manage client data with a focus on accuracy and regulatory compliance.

The role involves creating charts and visuals for client meetings, coordinating projects, and supporting day-to-day practice management. A college degree and 2+ years' experience are required, with licenses pursued as needed.

Qualifications

• College degree or higher is required.
• 2+ years of similar experience in a financial planning environment.
• Ability to study for and pass exams for securities licenses (Series 7, Series 66) and state life, health licenses.

Responsibilities

• Assist financial advisors in the planning workflow and client deliverables.
• Prepare preliminary financial plans and visual aids for client meetings.
• Maintain client data, respond to inquiries, and coordinate client-related projects.
• Support compliance and regulatory requirements within the advisor's practice.

Skills

Financial planning

Client communication

Time management

Attention to detail

Regulatory compliance

Education

College degree

Job description

Ameriprise Financial is seeking a Paraplanner to assist financial advisors in the planning workflow, prepare preliminary financial plans, and manage client data with a focus on accuracy and regulatory compliance.

The role involves creating charts and visuals for client meetings, coordinating projects, and supporting day-to-day practice management. A college degree and 2+ years' experience are required, with licenses pursued as needed.