Please note: Your application to this job will be a direct email to an Ameriprise recruiter. When you apply, simply submitting an email address does not mean you've applied. Please, ensure you complete the entire application process to be considered a candidate. If you are having difficulty applying for this job or you're leveraging a free email account (ie: gmail, yahoo, hotmail, etc.) please email your resume directly to rtwemployment2@gmail.com.
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Key Traits of a Successful Paraplanner
- Direct attention to detail and organization.
- Must demonstrate proficiency with Microsoft tool Suite.
- Effective communication with clients and other advisors/staff.
- Effective and efficient time management.
- Polite and clear phone manner.
- Ability to multi-task.
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial and FINRA.
- Ability to support and provide guidance for compliance within the advisor’s practice.
- Positive attitude and sincere willingness to constantly learn, grow and adapt to change.
Education and Other Designations:
- College degree or higher.
- 2+ years of similar experience.
- Series 7, Series 66, State insurance licenses and variable contracts.
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Key Traits of a Successful Paraplanner
- Direct attention to detail and organization.
- Must demonstrate proficiency with Microsoft tool Suite.
- Effective communication with clients and other advisors/staff.
- Effective and efficient time management.
- Polite and clear phone manner.
- Ability to multi-task.
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial and FINRA.
- Ability to support and provide guidance for compliance within the advisor’s practice.
- Positive attitude and sincere willingness to constantly learn, grow and adapt to change.
Education and Other Designations:
- College degree or higher.
- 2+ years of similar experience.
- Series 7, Series 66, State insurance licenses and variable contracts.
