Paraplanner

Paraplanner

Steve Teranishi – Financial Advisor with Ameriprise Financial Services
Location: Merced, CA 

Full-Time | In-Office

About Us
Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a licensed Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care.

This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.

Key Responsibilities

• Prepare for client meetings, including compiling reports and follow-up materials.
• Draft and send client communications, including follow-up emails and documentation.
• Answer and route phone calls, provide prompt responses to client inquiries.
• Process trades and transactions (solicited trades require advisor approval if unlicensed).
• Assist with account openings, money movement, and form preparation.
• Maintain accurate client records in CRM and manage eMeeting scheduling.
• Support advisors in ongoing client relationship management.
• Collaborate with team members to ensure operational efficiency.

Qualifications

• Prior financial services experience preferred; Ameriprise practice experience a plus.
• Strong organizational skills and high attention to detail.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred.
• Ability to manage multiple priorities in a fast-paced environment.
• Commitment to client confidentiality and professional ethics.
• Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses.

Compensation & Benefits

• $28 - $33 per hour, based on experience.
• Non-exempt
• Licensing and professional development support.
• Paid time off and benefits package (medical & retirement plans).
• Opportunity for career growth within an expanding practice.

Work Environment

• Full-time, in-office role (no remote work).
• Collaborative, team-oriented environment.
• Direct interaction with clients and advisors.

How to Apply
Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals

Equal Opportunity Employer

Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.