Paraplanner

Paraplanner
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals.

Job Purpose

The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This role offers a clear career path, with the opportunity to advance into an Associate Financial Advisor role within one to three years, based on performance, licensing, and experience.

Responsibilities

• Prepare for and follow up after client meetings.
• Update client financial plan analyses and develop recommendations using MoneyGuide.
• Conduct investment research and prepare supporting materials.
• Attend client meetings, providing support and detailed note-taking.
• Execute trades with documented direction from an advisor.

Qualifications

• Bachelor’s degree required.
• 1–3+ years of experience in a professional office environment, ideally in financial services.
• Series 7, Series 66, and WA Life & Health Insurance licenses required (or ability to obtain within six months).
• Professional, approachable, and client-focused demeanor with excellent interpersonal skills.
• Strong organizational skills and attention to detail.
• Proven analytical and independent problem-solving abilities.
• Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
• Experience with MoneyGuide strongly preferred.
• Excellent written and verbal communication skills.
• Ability to manage multiple responsibilities effectively.
• Strong personal and professional integrity.

Work Environment

This role is primarily in-office to ensure a strong foundation in training, team collaboration, and client support. Following the completion of licensing requirements, initial training, and a 90-day introductory period, there may be the possibility of transitioning into a hybrid work arrangement.

Salary and Benefits

• Base compensation: $60,000–$74,000 per year, depending on experience.
• Potential bonus compensation: Up to $10,000 per year, based on performance.
• Comprehensive benefits package including:
• Paid Time Off (PTO) and paid holidays
• Medical insurance (70% of premiums paid)
• Dental and Vision insurance (50% of premiums paid)
• 401(k) plan with employer match
• Group Life and Disability insurance

How to Apply

If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team’s success.

Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team.

Equal Opportunity Employer

Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.