Paraplanner

Job not on LinkedIn

🔥 0 minutes ago

❄️ Minnesota – Remote

❄️ Minnesota – Remote

💵 $62k - $72k / year

⏰ Full Time

🟢 Junior

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Ameriprise Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

👥 B2C

💰 $750M Post-IPO Debt - Ameriprise Financial on 2023-03

Finance • B2C

Ameriprise Financial is a U. S. -based financial services firm that provides personalized financial planning, investment management, and advisory services through a network of licensed advisors. The company helps individual clients pursue goals like retirement planning, wealth management, estate planning, and insurance, and offers access to investment products, digital tools, and ongoing client reviews. Ameriprise emphasizes advisor credentials, client-focused planning, and regulatory disclosures while operating through registered broker-dealer and investment adviser entities.

📋 Description

• Execute trades and support portfolio implementation • Facilitate money movement and cash management activities • Assist with cash investment strategies • Participate in client meetings, review detailed notes for approval, and assist in follow-up preparation • Collect client data and support documentation for planning and servicing needs • Prepare financial planning documents, client review materials, and investment-related paperwork • Utilize MoneyGuide extensively to support advisors in building, updating, and maintaining comprehensive financial plans and scenario analyses • Provide ongoing client service and support • Collaborate with the advisory team to ensure a seamless client experience • Recognize when team members are at capacity and proactively step in to support team workload

🎯 Requirements

• Bachelor’s degree • Active Series 7 and Series 66 licenses required • 1+ year of experience in a financial planning or wealth management environment • Strong experience with MoneyGuide strongly preferred; candidate should be comfortable using financial planning software extensively in day-to-day responsibilities • Familiarity with annuities and life insurance products preferred • Strong attention to detail and organizational skills • Coachable with a willingness to learn and grow within the role • Team player mindset with the ability to work effectively across varying leadership/communication styles

🏖️ Benefits

• Comprehensive benefits package with Medical, dental and vision coverage that includes 50% employer-paid medical premium for employee-only coverage • Short-term and long-term disability available • 10 paid holidays and 10 days of PTO in the first year with 12 days in year 3 that continues to grow • 401(k) with 3.5% employer match • Discretionary profit sharing