Wealth Planning Associate: Client Service & Paraplanner

Threadneedle group; Charlotte, Northern (NC, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Ameriprise Financial’s Charlotte wealth management practice seeks a dedicated licensed Client Service Associate / Paraplanner. You will support lead advisors, manage client service tasks, prepare planning analyses, and help deliver a high-quality client experience.

The role involves gathering client data, using MoneyGuidePro for planning, attending client meetings, and assisting with developing and presenting financial plan recommendations alongside advisors.

Qualifications

• Active Series 7 license.
• Active Series 66 license (or equivalent).
• State Life, Accident & Health Insurance License.
• Experience in wealth management or financial planning environment.
• Familiarity with financial planning software preferred.

Responsibilities

• Serve as primary contact for client service requests and admin needs.
• Process servicing requests, e-forms, maintenance transactions, and updates.
• Attend client meetings, take notes, and ensure action items are completed.

Skills

Strong organizational and time mgmt.

Excellent verbal and written comms.

Attention to detail

Professional demeanor

Client-first mindset

Education

Bachelor's degree in Finance/Financial Planning/Business/Economics

Tools

MoneyGuidePro

Job description

Ameriprise Financial’s Charlotte wealth management practice seeks a dedicated licensed Client Service Associate / Paraplanner. You will support lead advisors, manage client service tasks, prepare planning analyses, and help deliver a high-quality client experience.

The role involves gathering client data, using MoneyGuidePro for planning, attending client meetings, and assisting with developing and presenting financial plan recommendations alongside advisors.