Remote Paraplanner - Wealth Planning & Client Support

Jambalaya Group; Bellevue (WA); On-site; USD 78,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with 4% employer match

PTO

11 paid holidays

Job summary

Allegiance Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, seeks an Experienced Paraplanner. This fully remote role supports advisors with meeting preparation, trade support, and client service while collaborating with a growing team across U.S. time zones.

The position emphasizes independent work, attention to detail, and the ability to contribute in client meetings as needed. Licensing SIE/Series 7/66 preferred.

Qualifications

• 3–5 years of experience in the financial services industry preferred.
• Prior paraplanner, client service, or operations support experience strongly preferred.
• Wealth management or Ameriprise Financial experience especially valued.
• Active licensing or ability to obtain required licenses: SIE, Series 7, Series 66.

Responsibilities

• Prepare materials and documentation for client meetings.
• Attend client meetings as secondary note-taking support.
• Complete meeting follow-up tasks and CRM updates.
• Execute trades and support account servicing requests.
• Provide client-facing support and coordinate with advisors.
• Assist in onboarding and ongoing account maintenance.
• Maintain CRM and planning systems with accurate data.
• Support advisors in delivering high-quality client service.
• Help manage workflow across multiple households and advisors.

Skills

Paraplanner experience

Wealth management experience

Licensing: SIE

Licensing: Series 7

Licensing: Series 66

Client service

Tools

Salesforce CRM

MoneyGuide

Morningstar

PMT/AMT systems

Trading systems

Job description

Allegiance Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, seeks an Experienced Paraplanner. This fully remote role supports advisors with meeting preparation, trade support, and client service while collaborating with a growing team across U.S. time zones.

The position emphasizes independent work, attention to detail, and the ability to contribute in client meetings as needed. Licensing SIE/Series 7/66 preferred.