Paraplanner

Clarity Financial Advisors, a growing Ameriprise Private Wealth Advisory practice, is seeking a  Paraplanner to join our team. This role is critical in supporting our advisors and clients by ensuring timely and accurate execution of business processing activities.

We are looking for a detail-oriented professional who thrives in a fast-paced environment, is adaptable to evolving systems, and is eager to contribute to a collaborative team culture.

Key Responsibilities

• Accurately process trades, transactions, new business applications, and account maintenance.
• Ensure compliance with firm policies and regulatory requirements.
• Act as a point of contact for client service follow-ups requiring licensing knowledge.
• Support advisors with estate settlements and more complex business processing needs.
• Collaborate with colleagues to improve workflows and embrace firm systems and processes.

Qualifications

• Securities licenses required (Series 7 and 66 or equivalent). Candidates near completion of licensing may also be considered.
• Prior experience in financial services operations, business processing, or a similar role.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Excellent communication skills and a team-oriented mindset.
• Ability to work Eastern Time business hours.

Compensation & Benefits

• Salary $75K to start
• PTO and paid holidays.
• Health insurance stipend.
• 401(k) with 5% employer match – eligible 6 months from start date.
• Supportive team environment with opportunities for professional growth.

Location

• Role may be remote or based in our Ann Arbor, MI office.
• Remote candidates must work Eastern Time business hours.

About Us
Clarity Financial Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is dedicated to helping clients achieve financial clarity and confidence. We value integrity, excellence, and collaboration, and we are committed to fostering a supportive team culture where our employees can thrive.

Equal Opportunity Employer
Clarity Financial Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.