Skip to main content

Paraplanner/Client Relationship Manager

Description

Apply Now
Share
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning practice. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

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

Minimum Qualifications:

  • 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:

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.

Full-Time/Part-Time

Full time