Financial Planning Paraplanner
2 months ago
Ameriprise Financial, a reputable and expanding financial advisory firm, is in search of a dedicated and licensed Paraplanner to join our team. Our mission is to empower individuals and families to achieve their financial aspirations through comprehensive planning and investment strategies.
Role Objective:
The Paraplanner will play a crucial role in delivering exceptional service to our clients. This position involves supporting Financial Advisors in managing workflows and ensuring compliance with legal and regulatory standards.
Key Responsibilities:
- Collecting and inputting client information into relevant software systems
- Conducting financial planning case evaluations
- Performing detailed data analysis
- Interpreting and reviewing financial documents
- Executing numerical calculations
- Drafting initial financial planning recommendations and utilizing planning tools
- Documenting goals and suggestions for financial plans and generating reports
- Researching cost basis for tax-related inquiries
- Assisting in portfolio development and management
- Preparing materials for client meetings
- Generating life and long-term care illustrations
- Updating and reviewing client records
- Processing necessary paperwork
- Providing excellent client service
- Managing correspondence
- Facilitating trades and transactions
- Coordinating with PracticeSource for financial planning
- Engaging in special projects as required
Qualifications:
- Bachelor's degree
- Minimum of 2 years of relevant experience in the financial services sector
- Preferred certifications: FINRA Series 7, 66, and life and health licenses; willingness to obtain necessary qualifications is essential
- Professional demeanor with strong interpersonal abilities
- Exceptional client service orientation
- Highly organized with a keen attention to detail
- Demonstrated analytical and problem-solving capabilities
- Proficient in Microsoft Office Suite, particularly Excel, Word, and Outlook
- Strong written and verbal communication skills
- Able to prioritize and manage various tasks effectively
- Exemplary personal and professional ethics
- A commitment to continuous learning and growth within the organization
Compensation and Benefits:
- Salary based on experience
- Comprehensive benefits package including medical, life, vision, dental, PTO, and a 401K plan with matching contributions
Application Process:
Interested candidates are encouraged to submit a cover letter and resume for consideration.
Ameriprise Financial is an Equal Opportunity Employer.
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