Job description

PARAPLANNER ROLE

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. The paraplanner will assist financial advisor(s) in the financial planning and wealth management workflow.

Provide client relationship support through managing CRM (Salesforce), gathering and analyzing client data, helping prepare financial plans (MoneyGuidePro) and other client deliverables, completing trades, coordinating/tracking projects, working with clients to resolve issues, and performing other business management tasks as needed.

Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. The paraplanner role can be a stepping stone into a financial advisor position. This position will follow the high standards of business and professional ethics and legal and regulatory requirements.

Position functions:

Financial planning and advice/product solutions

• Prepare financial plans, financial planning recommendations and product solutions for advisor review and use

• Complete trades, track transactions and follow-up action items

• Develop investment portfolio/robust product solution recommendations based on client needs and develop product deliverables

• Prepare charts, graphs and other visual aids to be used with clients

Client care/business management

• Maintain client contact through the financial planning and client service model process

• Answer questions and provide information to clients as it relates to servicing their accounts

• Review and update client information for review meetings, prepare client meeting reports and attend and participate in client meetings as necessary

• Manage and resolve client service problems

Key traits of a successful Paraplanner:

• Effective communication (written and verbal) with clients, advisors and staff

• Efficient time management, attention to detail, organization, and multi-tasking skills

• Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial

• Ability to support and provide guidance for compliance

• Positive attitude and sincere willingness to continually learn and grow

Education and other designations:

• College degree or higher

• Have or be able obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses

This position will be an employee of an independent Franchise Advisor, not of Ameriprise Financial.

Job Type: Full-time

Pay: $42,000.00 - $52,000.00 per year

Physical setting:

• Office

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Mishawaka, IN 46545: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Financial services: 1 year (Preferred)

Work Location: In person

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