Paraplanner

Paraplanner – Confluence Wealth Manager Group

Join a dynamic and fast-paced private wealth advisory practice of Ameriprise Financial as a Paraplanner. This is a key role that supports both the operational and client service sides of the business, allowing our advisors to focus on deepening client relationships and driving growth. If you thrive in a detail-oriented, team-based environment and enjoy supporting clients through thoughtful planning and problem-solving, we’d love to meet you.

Key Responsibilities:

• Financial Planning Support:
• Review and interpret client financial statements
• Prepare insurance illustrations, investment research, and planning recommendations under advisor direction
• Build client meeting materials and reports using internal planning tools
• Assist clients with questions on accounts, money movement, and documentation
• Client Meeting Preparation & Participation:
• Coordinate and attend client meetings, take notes, and follow up on deliverables
• Execute trades and process account changes with verbal and documented authorization
• Maintain accurate records and ensure compliance with Ameriprise guidelines
• Operational & Administrative Support:
• Manage client files, scan/upload documents, and maintain CRM systems
• Draft client communications and handle phone/email follow-ups
• Support team members with special projects, workflow tracking, and daily task management

Qualifications:

• Bachelor’s degree required
• 3+ years of experience in financial services or a related field
• Series 7 and 66 (or 65 & 63) and Life, Accident & Health insurance licenses required (or willingness to obtain)
• Proficient with Microsoft Office, CRM systems, and financial planning tools
• Strong understanding of financial statements, investment products, and planning concepts

Compensation and Benefits:

• $65,000-$80,000 per year
• PTO, paid holidays

Ideal Candidate Traits:

• Highly organized with strong attention to detail
• Clear and professional communicator, both written and verbal
• Proactive, collaborative, and comfortable with changing priorities
• Strong analytical skills with a client-focused mindset
• Committed to continuous learning and professional growth