Wealth Planning Paraplanner for Client-Focused Team

Ameriprise Financial Services, LLC; Calabasas (CA); On-site; USD 43,000 - 59,000; Full time

Benefits offered by this job

401(k) with employer match

Long-term disability

Professional development and licensing

Paid time off and paid holidays

Job summary

Ameriprise Financial Services, LLC invites a detail-oriented Paraplanner to join our private wealth advisory practice in Calabasas. You will support advisors by preparing financial planning materials, analyzing client data, and delivering polished planning deliverables for client meetings.

The role emphasizes client service, collaboration with advisors, and meticulous organization. Licensing requirements include Series 7/66 and Life/Health licenses, with full-time in-office engagement in a

Qualifications

• Bachelor’s degree preferred.
• 2+ years financial services industry experience preferred.
• Paraplanner/financial planning/advisor support experience strongly preferred.
• Strong analytical, organizational and problem-solving skills.
• Exceptional attention to detail and accuracy.

Responsibilities

• Prepare financial planning recommendations and initial product solutions for advisor review and client meetings.
• Gather, review, and analyze client financial information for planning strategies.
• Prepare charts, graphs, tables, and other visual aids for client presentations and implementation meetings.
• Develop portfolio and product solution recommendations aligned with client goals and risk tolerance.
• Maintain client communication throughout the planning process.

Skills

Analytical skills

Attention to detail

Time management

Written & verbal communication

Independent yet collaborative

Education

Bachelor’s degree

Job description

Ameriprise Financial Services, LLC invites a detail-oriented Paraplanner to join our private wealth advisory practice in Calabasas. You will support advisors by preparing financial planning materials, analyzing client data, and delivering polished planning deliverables for client meetings.

The role emphasizes client service, collaboration with advisors, and meticulous organization. Licensing requirements include Series 7/66 and Life/Health licenses, with full-time in-office engagement in a