Paraplanner to Independent Financial Advisor - Growth Path

RiverSource Life Insurance Company; White Bear Lake (MN); Hybrid; USD 54.000 - 85.000; Vollzeit

Zusammenfassung

Ameriprise Financial franchise in White Bear Lake seeks a motivated paraplanner to grow into an independent financial advisor within an expanding practice. You will support daily operations, apply Ameriprise technology, gather client data, and help prepare preliminary financial plans and insurance illustrations.

Responsibilities include presenting solutions, coordinating meetings, processing transactions, and maintaining client relationships while upholding high ethical standards and compliance.

Qualifikationen

• Licensed with Series 7, Series 66, life, accident and health licenses or willingness to obtain immediately.
• 2–5 years of experience in the financial planning industry preferred.
• Undergraduate degree in business, economics, or finance.
• Strong communication and client-service skills.

Aufgaben

• Prepare preliminary financial planning recommendations and initial product solutions for advisor review.
• Prepare and understand insurance for client meetings, including life, disability, and long-term care.
• Develop portfolio/product solution recommendations that fit the client’s risk tolerance and timeframe.
• Manage and resolve client service problems and maintain client contact during the planning process.
• Process transactions for insurance, annuity and brokerage products.
• Support compliance and maintain client data in CRM and reporting systems.

Kenntnisse

Attention to detail

Organization

Communication

Time management

Entrepreneurial mindset

Ausbildung

Bachelor's degree in business, economics, or finance

Tools

Thomson One

MoneyGuide Pro

Morningstar

Salesforce

Microsoft Office 365

Outlook

Jobbeschreibung

Ameriprise Financial franchise in White Bear Lake seeks a motivated paraplanner to grow into an independent financial advisor within an expanding practice. You will support daily operations, apply Ameriprise technology, gather client data, and help prepare preliminary financial plans and insurance illustrations.

Responsibilities include presenting solutions, coordinating meetings, processing transactions, and maintaining client relationships while upholding high ethical standards and compliance.