Paraplanner: Financial Planning & Client Support

Threadneedle group; Perrysburg, Northern (OH, KY); Hybrid; USD 75,000 - 105,000; Full time

Job summary

Ameriprise Financial in Perrysburg, OH is seeking a Paraplanner to support financial advisors in a fast-paced, collaborative office. You will gather client data, prepare preliminary plans and product recommendations, and help coordinate meetings and compliance tasks in daily workflow.

The role requires a college degree and securities licenses (Series 7/66 and life health). On-site full-time employment with a salary starting around $75k+ per year is offered, with equal opportunity commitments.

Qualifications

• College degree or higher is required.
• Ability to study for and pass federal/state securities licenses.
• Experience in financial planning workflows and client data handling.

Responsibilities

• Assist in preparing preliminary financial plans and product solutions.
• Support client data gathering and scheduling client meetings.
• Maintain client information and respond to inquiries during planning.
• Help with practice management tasks and compliance guidance.

Skills

Attention to detail

Communication skills

Time management

Multi-tasking

Phone etiquette

Education

College degree or higher

Series 7 license

Series 66 license

State life, accident and health licenses

Job description

Ameriprise Financial in Perrysburg, OH is seeking a Paraplanner to support financial advisors in a fast-paced, collaborative office. You will gather client data, prepare preliminary plans and product recommendations, and help coordinate meetings and compliance tasks in daily workflow.

The role requires a college degree and securities licenses (Series 7/66 and life health). On-site full-time employment with a salary starting around $75k+ per year is offered, with equal opportunity commitments.