Remote Paraplanner - Client-Focused Financial Planning

Threadneedle group; Idaho Falls, Northern (ID, KY); Hybrid; USD 55,000 - 90,000; Full time

Job summary

Ameriprise Financial seeks a meticulous paraplanner to support financial advisors in client service and planning workflow. You will help maintain client records, prepare planning recommendations, and assist with meetings to ensure a superior client experience.

Ideal candidates have strong attention to detail, excellent communication, and the ability to manage multiple tasks in a fast-paced setting. Remote work options exist, with preference for local candidates or relocation to the job location.

Qualifications

• Friendly, polite and clear phone manner.
• Exceptional attention to detail and organization.
• Strong organizational and computer skills.
• Effective communication with clients and other advisors/staff.
• Effective and efficient time management.
• Ability to multi-task.
• Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial.
• Ability to support and provide guidance for compliance within the advisor’s practice.
• Positive attitude and sincere willingness to learn and grow.

Responsibilities

• Maintain client management system and schedule.
• Call clients and prospects to set up appointments.
• Coordinate projects and manage BAU tasks including annual reviews.
• Attend or conduct client meetings as needed.
• Draft notes or letters on personal letterhead for administrative use.
• Coordinate client appreciation events and seminars.
• Develop preliminary financial planning recommendations for advisor review.
• Prepare product solutions aligned with client risk and time horizon.
• Provide guidance on marketing tools to grow the practice.
• Process transaction requests as directed by advisors.
• Maintain files per records retention policy.

Skills

Phone etiquette

Attention to detail

Organization

Client communication

Time management

Multi-tasking

Regulatory compliance

Advisory support

Positive attitude

Education

College degree

Job description

Ameriprise Financial seeks a meticulous paraplanner to support financial advisors in client service and planning workflow. You will help maintain client records, prepare planning recommendations, and assist with meetings to ensure a superior client experience.

Ideal candidates have strong attention to detail, excellent communication, and the ability to manage multiple tasks in a fast-paced setting. Remote work options exist, with preference for local candidates or relocation to the job location.