Paraplanner

Ameriprise•Plantation, FL

About The Position

At Glades Wealth Partners, we’re a tight-knit team that believes serious financial work doesn’t have to take itself too seriously. We’re proud winners of the Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021–2024). But what really sets us apart is our culture. We value Community, Integrity, Clarity, and Teamwork, and we infuse those values into everything we do; from client conversations to team celebrations. If you love organization, appreciate a well-built workflow, enjoy working alongside smart, fun individuals… and you also love dogs… you may have just found your place. What You’ll Do (A Lot. But You’ll Love It.) You’ll be the engine behind a smooth, efficient, compliant client experience by supporting our advisors through: Money Movement Process ACHs, wires, transfers, and all things money-in-motion Verify documentation and ensure compliance accuracy Maintain detailed tracking because “close enough” is not how we roll Trading & Portfolio Support Execute trades and support portfolio rebalancing Partner with advisors to ensure seamless trade workflows Insurance & Annuity Case Support Prepare, submit, and track insurance and annuity applications Communicate with carriers to keep cases moving Ensure clients understand next steps with clarity and confidence New Client Onboarding Gather and prepare all required documents Set up accounts, transfer assets, and coordinate welcome processes Help deliver a legendary “first impression” client experience Client Service Excellence Assist with meeting preparation Respond to client questions with warmth, professionalism, and precision Support scheduling, forms, account maintenance, and follow-ups What You Bring: Prior financial services or paraplanning experience Strong attention to detail and a love of process Comfort with trading workflows, money movement, and/or insurance applications A curious mind and eagerness to learn new technology A calm presence and excellent communication skills Appreciation for CRM/Salesforce Series 7, Series 63, and FL 2-15 licensing, preferred but not required College degree preferred Why You’ll Love Working Here: A fun, collaborative financial planning team Leadership that values organization, tech, process, and efficiency Clear processes, supportive coworkers, and a calm, low-drama work environment A supportive team that values your ideas A culture where humor and high standards happily coexist Opportunities to gain experience, learn, and sharpen your expertise We actually like each other — and we laugh. A lot. An environment where dogs and humans are equally adored 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. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Requirements

Prior financial services or paraplanning experience
Strong attention to detail and a love of process
Comfort with trading workflows, money movement, and/or insurance applications
A curious mind and eagerness to learn new technology
A calm presence and excellent communication skills
Appreciation for CRM/Salesforce

Nice To Haves

Series 7, Series 63, and FL 2-15 licensing
College degree

Responsibilities

Money Movement Process ACHs, wires, transfers, and all things money-in-motion
Verify documentation and ensure compliance accuracy
Maintain detailed tracking because “close enough” is not how we roll
Execute trades and support portfolio rebalancing
Partner with advisors to ensure seamless trade workflows
Prepare, submit, and track insurance and annuity applications
Communicate with carriers to keep cases moving
Ensure clients understand next steps with clarity and confidence
Gather and prepare all required documents
Set up accounts, transfer assets, and coordinate welcome processes
Help deliver a legendary “first impression” client experience
Assist with meeting preparation
Respond to client questions with warmth, professionalism, and precision
Support scheduling, forms, account maintenance, and follow-ups

Benefits

Medical, dental, and vision insurance
Simple IRA with employer contribution
Paid time off + paid holidays
Short + long-term disability insurance
Continuing education + licensing support
On-site workout room & shower
Quarterly Team outings
Training in trading systems, rebalancing tools, insurance platforms, and workflow tech
Opportunities to attend conferences, workshops, and Ameriprise programs
Growth path toward Senior Paraplanner or Associate Advisor