Paraplanner

Join Our Team as a Paraplanner at Blane Advisory Group!

Are you detail-oriented, passionate about finance, and ready to kickstart your career in financial planning? Blane Advisory Group is looking for a dynamic Paraplanner to oversee client financial transactions and manage asset inflows/outflows. With us, you'll have the opportunity to advance to a financial advisor role, backed by one-on-one and group training to build your technical skills and professional growth.

About Us: Blane Advisory Group, a Private Wealth Advisor Practice of Ameriprise Financial, is an established financial advising practice offering comprehensive financial planning and asset management. Our mission is to provide tailored, objective advice with exceptional service, ensuring peace of mind for our clients. Our core values of Integrity, Career Loyalty, Accountability, Respectful Communication, Teamwork, and being a Self-Starter guide everything we do.

Key Responsibilities:

• Process Financial Transactions
• Monitor Practice Flows Dashboard
• Generate Insurance Proposals and Projections
• Assist in Investment Strategy Implementation
• Support the Financial Planning Process

Qualifications:

• College degree (business degree preferred)
• Required licenses (series 7, 66, Life and Health) or willingness to obtain them - for remote/hybrid opportunity licenses are required
• CFP preferred

Office Environment:

• Work with several advisors and supporting staff across multiple states
• Remote/Hybrid position may be available for the right candidate who has 2 years’ prior experience working in a similar remote/hybrid role
• One week on-site training for local and remote/hybrid new employees is required
• Remote/Hybrid personnel are required to travel to office at least 2 times per year
• Office located in Northwest Atlanta metro area (Class A building with gym, deli, etc.)

The Perks:

• Competitive salary range of $55,000-$70,000 per year
• 401(k) with up to 3.5% matching contributions
• Generous PTO policy
• Health insurance stipend
• Comfortable office workstation with computer provided
• Structured training program and opportunities for advancement

Why Blane Advisory Group? At Blane Advisory Group, you're not just starting a job; you're building a career. We are committed to your professional development and success, offering a supportive environment where you can thrive.

Ready to take the next step in your financial planning career? Apply today and become part of a team that values your growth and success!