Paraplanner - Wealth Planning & Portfolio Analysis

Ameriprise Financial Services, LLC; Arcadia (CA); Presencial; USD 52.000 - 63.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical & dental insurance

401(k)

Profit-sharing

Bonus

Paid holidays & time off

Education reimbursement

Career advancement

Descripción de la vacante

Angeles Wealth Group in Arcadia, CA, seeks a meticulous Paraplanner to join the wealth advisory team. You will support financial planning, investment analysis, and client service as you help prepare plans and recommendations alongside senior advisors.

This is a hands-on role for a finance professional who enjoys technical planning work, with opportunities for growth into advanced advisory positions and a defined career path within the practice.

Formación

• Bachelor’s degree and financial planning experience are preferred.
• Analytical, detail-oriented with strong communication skills.
• Proficiency with Microsoft Office and financial planning software.

Responsabilidades

• Prepare preliminary financial planning recommendations for advisor review.
• Gather and organize client financial information for comprehensive planning.
• Develop investment and portfolio recommendations aligned with client goals and risk tolerance.
• Prepare planning reports, presentations, and meeting materials.
• Monitor client portfolios and assist with annual reviews and account maintenance.

Descripción del empleo

Angeles Wealth Group in Arcadia, CA, seeks a meticulous Paraplanner to join the wealth advisory team. You will support financial planning, investment analysis, and client service as you help prepare plans and recommendations alongside senior advisors.

This is a hands-on role for a finance professional who enjoys technical planning work, with opportunities for growth into advanced advisory positions and a defined career path within the practice.