Client Service Paraplanner

Ameriprise Financial Services, LLC•Houston, TX

1d•Onsite

About The Position

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. We are a high-performing, close-knit wealth management firm located in the Greater Houston area, serving successful individuals and families. Our team values precision, strong client relationships, and thoughtful planning. We operate in a fast-paced, collaborative environment where attention to detail and professionalism matter deeply, and where team members are supported, trusted, and respected. The Client Service Paraplanner plays a critical role in supporting advisors and delivering high-quality client experience in a fast-paced wealth management environment. This position partners closely with advisors to prepare for client meetings, manage client communication, and ensure accuracy across client records, reporting, and follow-through. Approximately 60% or more of time is spent communicating directly with clients via phone and email. The ideal candidate is highly organized, proactive, and client-focused — someone who understands that preparation, precision, and follow-through directly impact client trust and advisor effectiveness.

Requirements

Strong analytical skills and clear, professional written and verbal communication
Exceptional attention to detail and organizational skills
Strong sense of ownership with the ability to work quickly and accurately
Positive attitude and genuine desire to learn, grow, and take on responsibility
Ability to build strong working relationships with both clients and internal partners
3+ of experience in a personal financial advisory, sales support, or client service role
Associate’s degree required
Series 7 license required
Series 66 (or 63/65) and Group 1 licenses required to obtain within 3 months of starting
High proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)

Nice To Haves

Series 66 (or 63/65) and Group 1 licenses preferred
Salesforce or CRM experience preferred

Responsibilities

Prepare for client meetings by summarizing notes, emails, calls, and relevant financial data
Review and prepare investment and account reports for client meetings
Take detailed notes during meetings and prepare clear, professional summary letters
Make outbound calls and emails to service existing clients and address routine requests
Answer client questions via phone and email, researching and resolving issues as needed
Confirm transactions with clients and ensure proper documentation and follow-through
Assist clients with money movement requests and other account-related transactions
Execute client-related projects and follow-related work through completion
Manage advisor calendars and assist with meeting coordination
Use CRM systems to maintain accurate client records and document all client interactions
Communicate with clients regarding outstanding items, new business, and next steps
Review and update client information in preparation for review meetings
Ensure tasks are initiated, tracked, and completed accurately and on time

Benefits

Genuine Work/Life Balance: We offer a supportive work environment that promotes a healthy balance between professional responsibilities and personal time.
Collaborative & Positive Team Culture: Join a close-knit, supportive team of motivated professionals who work together to achieve shared goals and maintain a positive, engaging environment.
Growth & Advancement Opportunities: Your career development is important to us. As you contribute to the team’s success, you’ll have opportunities to take on greater responsibility and advance within the firm.
Autonomy and Responsibility: Enjoy the freedom to manage your role with confidence and independence while being part of a team that supports your decisions and growth.
Professional Development & Learning: We offer a range of training programs and continuing education opportunities to help you enhance your skills and knowledge, keeping you at the forefront of the financial industry.
Meaningful & Rewarding Work: At Pennington Wealth Management, your work will have a lasting impact on our clients’ lives, helping them achieve financial security and success.
Competitive salary range starting at $70,000 to $85,000 per year, based on experience and qualifications
401(k) plan with employer contributions up to 3%
Employer contributions towards premiums for health, dental, and vision insurance, covering both individuals and families.
Contributions to your Health Savings Account (HSA) if you opt for a high deductible plan.
Life insurance coverage of $50,000, fully covered by the company.
8 paid holidays
At least 13 PTO days each year, with the opportunity to earn more based on your years of service.
Volunteer Time Off program
Paid parking
Mileage reimbursement when needed.
Quarterly team volunteering and social events
Team trip every other year