Paraplanner / Associate Financial Advisor
Ameriprise Financial Services, LLC•Irvine, CA
•$85,000 - $100,000•Onsite
About The Position
ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a detail-oriented and motivated Paraplanner / Associate Financial Advisor (AFA) to support our growing wealth management practice. This role is responsible for executing financial planning strategies, managing investment operations, and supporting advisor-led client relationships to help deliver strong client outcomes.
Requirements
- Bachelor’s degree (Finance, Business, or related preferred)
- 2–5 years of experience in financial services or wealth management
- Experience with trading, transactions, and account documentation
- Strong organizational, analytical, and communication skills
- Series 7 and 63/66 licenses (or ability to obtain)
- California Insurance License (or ability to obtain)
Nice To Haves
- Experience as a Paraplanner or Planning Associate
- Familiarity with financial planning software and CRM systems
- CFP® coursework or progress toward designation
Responsibilities
- Prepare materials and recommendations for client meetings
- Assist with client onboarding and ongoing service needs
- Support advisors in delivering a consistent client experience
- Execute trades in accordance with firm policies and client objectives
- Process contributions, distributions, transfers, and rollovers
- Monitor transactions and resolve discrepancies
- Assist in the development and maintenance of financial plans
- Reach out to clients to request updated financial documents in preparation of the planning meeting.
- Support tracking of required distributions and key planning deadlines
- Conduct research to support portfolio strategies and model updates
- Analyze performance, risk, and allocation changes
- Assist in evaluating investment solutions
- Prepare and process submission of required forms for money movement requests, distributions or transfers when required.
- Maintain accurate and organized client records
- Ensure adherence to Ameriprise policies and regulatory requirements
Benefits
- Health and vision benefits
- 401k with employer match
- Professional development support
- PTO
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
