Premier financial planning practice looking for an on-site licensed Paraplanner (registered associate) to assist financial advisors at a high level. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements. The key areas of responsibility include financial planning, portfolio management, insurance, retirement plans management and client service.
Position Functions and Responsibilities:
Preparation of ongoing financial planning deliverables
Assisting with the client’s implementation process
Analyzing client’s existing holdings and overall asset allocation to provide recommendations for allocation and/or rebalancing of portfolios
Execution of trades
Running portfolio illustrations and hypotheticals
Developing appropriate product deliverables
Providing relevant and up-to-date economic and market information during portfolio management meetings
Communicating and servicing high net worth clients
Leveraging on web-based contact management system to monitor client issues
Developing and preparing insurance illustrations
Analyzing insurance illustrations and contracts
Tracking insurance underwriting progress
Keeping up with insurance industry trends and continuing education course(s)/seminar(s) as required
Managing retirement plan systems (SRAs, SEPs, 401Ks, etc.)
Supervising and evaluating paraplanner assistant
Act as a technical resource, provide training and support team members
Other duties assigned by advisor
Must have Series 7, and Series 65 or 66
Life & Health insurance license (or able to obtain within two months)
Minimum of 3 – 5 years of direct experience in financial services industry
Strong communication and analytical skills
Organizational and multi-tasking ability
Tech-driven / savvy
Good attitude with others
Motivation for self-improvement
Compensation commensurate with relevant experience. Group medical, dental, life & disability. 401K after one-year employment. Holidays and paid time off per company policy.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.