Remote Paraplanner - Client-Focused Financial Planning

Ameriprise Financial Services, LLC; Idaho Falls (ID); On-site; USD 52,000 - 72,000; Full time

Job summary

Ameriprise Financial Franchise owner is seeking a paraplanner to assist financial advisors with client service and planning workflow. The role focuses on delivering an exceptional client experience and maintaining high ethical standards in compliance with regulations.

The paraplanner will support planning operations, coordinate client communications, prepare preliminary recommendations, and help manage meetings and documentation to keep the practice running smoothly.

Qualifications

• College degree or higher.
• 2+ years of similar experience.
• Ability to study for and pass federal/state licenses (Series 7, Series 66, life/health).
• Willingness to obtain required securities licenses.

Responsibilities

• Maintain client management system.
• Call clients and prospects to set up appointments.
• Respond to client requests and coordinate projects.
• Attend or conduct client meetings as needed.
• Write notes or letters on personal letterhead for administrative purposes.
• Coordinate client appreciation events and seminars.
• Develop preliminary financial planning recommendations for advisor review.
• Provide product solution recommendations aligned with risk tolerance.

Skills

Client service

Attention to detail

Organization

Communication

Time management

Multi-tasking

Regulatory compliance

Education

College degree or higher

2+ years of similar experience

Tools

Client management system

Microsoft Office

Job description

Ameriprise Financial Franchise owner is seeking a paraplanner to assist financial advisors with client service and planning workflow. The role focuses on delivering an exceptional client experience and maintaining high ethical standards in compliance with regulations.

The paraplanner will support planning operations, coordinate client communications, prepare preliminary recommendations, and help manage meetings and documentation to keep the practice running smoothly.