Paraplanner / Associate Financial Advisor

Ameriprise Financial Services, LLC • Glen Allen, AL

26d • Onsite

About The Position

SecureBridge Wealth Advisors is seeking a motivated and detail oriented Paraplanner / Associate Financial Advisor to support our advisory team in delivering world-class client experience. This role blends financial planning analysis, client service, and advisory support—ideal for someone early in their wealth management career who’s eager to grow into a client facing advisor. You’ll work closely with lead advisors to prepare financial plans, support meeting preparation and follow up, handle client service requests, and help facilitate plan implementation.

Requirements

• Detail‑oriented, organized, and comfortable managing multiple workflows.
• Strong communicator with the ability to explain financial concepts clearly.
• Curious, proactive, and eager to grow into a client‑facing advisory role.
• Tech‑savvy with the ability to learn financial planning and CRM systems.
• Candidates residing in or educated in the Mid-Atlantic region, especially Virginia.

Nice To Haves

• Bachelor’s degree in financial planning, finance, economics, business, or related field.
• CFP® designation/interest in pursuing the CFP® designation (or already enrolled).
• Experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus.
• Prior experience in financial services is helpful but not required.

Responsibilities

• Gather, organize, and maintain detailed client financial data.
• Prepare comprehensive financial plans and perform analysis, stress‑testing, and data verification.
• Help interpret plan output and assist in implementing planning recommendations
• Serve as a first point of contact for incoming client questions and service needs.
• Create client presentations, reports, and meeting materials.
• Support onboarding of new clients, including data collection and account setup.
• Conduct meeting preparation and manage post‑meeting follow‑up tasks.
• Prepare investment or planning recommendations for advisor review.
• Execute trades and service requests as directed by the lead advisor.
• Participate in client meetings (with opportunity to gradually take on segments of meetings).
• Maintain accuracy and quality across all client deliverables and interactions.

Benefits

• Hands‑on mentorship
• Structured skill development
• Increasing responsibility in financial plan creation, client interaction, and ultimately advisory leadership.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level