Financial Planning Paraplanner

2 months ago


Virginia Beach, Virginia, United States Ameriprise Financial - Virginia Full time
Job Overview

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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