Paraplanner

Paraplanner

Steve Teranishi Financial Advisor with Ameriprise Financial Services
Location: Merced CA

Full-Time or Part-Time In-Office

About Us

Teranishi Practice a Private Wealth Advisory Practice of Ameriprise Financial is seeking a Paraplanner to join our growing client-focused team. We are committed to delivering personalized comprehensive financial planning with professionalism precision and care.

This position plays a central role in supporting financial planning operations advisor workflows and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.

Key Responsibilities

• Prepare for client meetings including compiling reports and follow-up materials
• Draft and send client communications including follow-up emails and documentation
• Answer and route phone calls providing prompt responses to client inquiries
• Process trades and transactions (solicited trades require advisor approval if unlicensed)
• Assist with account openings money movement and form preparation
• Maintain accurate client records in CRM and manage eMeeting scheduling
• Support advisors in ongoing client relationship management
• Collaborate with team members to ensure operational efficiency

Qualifications

• Prior financial services experience preferred; Ameriprise practice experience a plus
• Strong organizational skills and high attention to detail
• Excellent verbal and written communication abilities
• Proficiency in Microsoft Office (Word Excel Outlook); Salesforce experience preferred
• Ability to manage multiple priorities in a fast-paced environment
• Commitment to client confidentiality and professional ethics
• Licensing (Series 7 66 Life & Health) a plus but not requiredmust be willing and able to obtain licenses

Compensation & Benefits

• $28$33 per hour based on experience
• Non-exempt
• Licensing and professional development support
• Paid time off and benefits package (medical & retirement plans)
• Opportunity for career growth within an expanding practice

Work Environment

• Flexible full-time or part-time opportunity
• In-office role based in Merced CA
• Collaborative team-oriented environment
• Direct interaction with clients and advisors

How to Apply

Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.

Equal Opportunity Employer

Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.