Paraplanner to Independent Financial Advisor – Growth Path

Ameriprise Financial Services, LLC

White Bear Lake (MN)

On-site

USD 54,000 - 85,000

Full time

14 days+

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Job summary

Ameriprise Financial in White Bear Lake is seeking a paraplanner to grow into an independent financial advisor within an expanding practice affiliated with Ameriprise. The role supports daily operations, client data gathering, preliminary financial plans, insurance illustrations, investment reports, and transactions.

You’ll meet with clients by phone, email, and in person while upholding high ethics and regulatory standards.

Qualifications

Licensed with Series 7, Series 66, life, accident and health insurance licenses or willingness to get licenses immediately.
Financial professional designations a plus.
At least 2-5 years of experience in the financial planning industry preferred.
An undergraduate degree in business, economics, or finance.

Responsibilities

Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings.
Prepare and understand insurance for client meetings, including life, disability, and long-term care.
Prepare charts, graphs, tables, and other visual aids for client meetings.
Develop portfolio/product solution recommendations aligned with client risk and timeframe.
Manage and resolve client service problems as needed.
Maintain client contact during the financial planning process.
Process transactions for insurance, annuity and brokerage products.
Assist with asset allocation, investment and Monte Carlo models.
Assist with investment and retirement income tax planning strategies.