Paraplanner

Paraplanner Confluence Wealth Manager Group

Join a dynamic and fastpaced private wealth advisory practice of Ameriprise Financial as a Paraplanner. This is a key role that supports both the operational and client service sides of the business allowing our advisors to focus on deepening client relationships and driving growth. If you thrive in a detailoriented teambased environment and enjoy supporting clients through thoughtful planning and problemsolving wed love to meet you.

Key Responsibilities:

• Financial Planning Support:
• Review and interpret client financial statements
• Prepare insurance illustrations investment research and planning recommendations under advisor direction
• Build client meeting materials and reports using internal planning tools
• Assist clients with questions on accounts money movement and documentation
• Client Meeting Preparation & Participation:
• Coordinate and attend client meetings take notes and follow up on deliverables
• Execute trades and process account changes with verbal and documented authorization
• Maintain accurate records and ensure compliance with Ameriprise guidelines
• Operational & Administrative Support:
• Manage client files scan/upload documents and maintain CRM systems
• Draft client communications and handle phone/email followups
• Support team members with special projects workflow tracking and daily task management

Qualifications:

• Bachelors degree required
• 3 years of experience in financial services or a related field
• Series 7 and 66 (or 65 & 63) and Life Accident & Health insurance licenses required (or willingness to obtain)
• Proficient with Microsoft Office CRM systems and financial planning tools
• Strong understanding of financial statements investment products and planning concepts

Compensation and Benefits:

• $65000$80000 per year
• PTO paid holidays

Ideal Candidate Traits:

• Highly organized with strong attention to detail
• Clear and professional communicator both written and verbal
• Proactive collaborative and comfortable with changing priorities
• Strong analytical skills with a clientfocused mindset
• Committed to continuous learning and professional growth