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Arlington, Texas, United States Ameriprise Financial Full time $75,000 - $90,000 per yearLicensed Paraplanner / Associate Financial AdvisorLegacy Stone Family Wealth, an Ameriprise Financial practice | Arlington, TXAre you an experienced, licensed professional looking to grow your career in financial planning and client service? Legacy Stone Family Wealth, an Ameriprise Private Wealth Advisory practice in Arlington, TX, is seeking a Licensed...
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Licensed Paraplanner / Associate Financial Advisor Legacy Stone Family Wealth, an Ameriprise Financial practice | Arlington, TX Are you an experienced, licensed professional looking to grow your career in financial planning and client service? Legacy Stone Family Wealth, an Ameriprise Private Wealth Advisory practice in Arlington, TX, is seeking a Licensed Paraplanner / Associate Financial Advisor to join our collaborative and client-focused team. You will work closely with the lead advisors to prepare financial plans, execute trades, and deliver an exceptional client experience. This position is ideal for a licensed professional who thrives in a supportive, high-touch environment and wants to advance toward CFP® certification and future planning responsibilities. Key Responsibilities Client Meeting Support: Prepare materials, gather data, and develop recommendations to support client meetings. Trades & Transactions: Execute trades, process paperwork, and handle service requests with precision. Client Interaction: Attend meetings with advisors for note-taking, learning, and exposure to practice processes. Follow-Up Coordination: Draft and send client summary letters; ensure all post-meeting actions are completed on time. Team Collaboration: Partner with advisors and staff to maintain efficient operations and uphold a professional client experience. Qualifications Licensing: Must be fully licensed (Series 7, 66, and Life & Health). Sponsorship for unlicensed candidates is not available. Education: Bachelor’s degree preferred (required if pursuing CFP® certification). Associate’s degree or equivalent experience accepted if fully licensed. Experience: 1–3 years of experience in financial services or client support preferred. Background in financial planning or investment operations a plus. Skills: Excellent written and verbal communication skills. Strong attention to detail and ability to manage multiple priorities. Proactive, organized, and comfortable interacting directly with clients. Compensation & Benefits Salary Range: $75,000 – $90,000 base, commensurate with experience. Benefits Include: 401(k) plan Paid Time Off and market holiday schedule (11.5 total days) Health Reimbursement Account (HRA) – $300/month Hybrid work schedule: remote Fridays Supportive, growth-minded team culture with mentorship opportunities Schedule & Location Classification: Exempt, full-time (salaried) Schedule: Monday–Thursday in-office; Friday optional remote day Location: Arlington, TX Equal Opportunity Employer Legacy Stone Family Wealth is an equal opportunity employer and welcomes applicants from all backgrounds.
