Paraplanner

Paraplanner
Prime Wealth An Ameriprise Financial Practice
Location: Tulsa OK In-Office Position

Are you a detail-oriented financial services professional with experience in trading reporting and operational support Prime Wealth a well-established Ameriprise Financial practice is seeking a skilled Paraplanner to join our team. This role is ideal for someone who thrives behind the scenes enjoys making operations run smoothly and has a strong foundation in financial services.

Key Responsibilities:

• Prepare and follow up on client meetings
• Execute trades manage money movement and process transactions
• Monitor and respond to key action items from the home office
• Review and maintain client reports and documentation
• Support overall practice operations to ensure nothing falls through the cracks
• Provide light practice management support (non-people management)

Ideal Candidate:

• 2 years of experience in a financial services firm ideally within an Ameriprise or similar practice
• Licensed (Series 7 and 66 preferred) or willingness to obtain licensing for the right candidate
• Highly organized proactive and detail-oriented
• Comfortable with trading platforms CRM systems and financial documentation
• Strong communication and problem-solving skills

Compensation & Benefits:

• Compensation starting at $65000 based on experience
• $350/month healthcare stipend
• Group dental and vision plans available (employee-paid)
• 401(k) with 4% employer match
• Paid time off and company holidays

Additional Details:

• This is an in-office position
• Long-term opportunity to work alongside a collaborative and client-focused team
• Role is not currently intended to evolve into an advisor track though growth is not restricted

If youre ready to bring your expertise to a practice where you can make a meaningful impact behind the scenes wed love to hear from you.

To Apply:
Please include your resume and cover letter.