Paraplanner

Ameriprise Financial•Lakeville, MN

1d•$65,000 - $85,000•Hybrid

About The Position

As a key member of our service team, the Paraplanner will provide critical support to the lead advisor by preparing financial plans, conducting investment research, and supporting day-to-day client service needs. This is a great fit for someone who enjoys working in a collaborative environment and is passionate about providing high-quality client care, without the pressure to move into an advisory role in the near future. We’re seeking someone who is: Licensed (Series 7 and/or 66 preferred) are a plus but not required Experienced in financial planning or client service within a wealth management or advisory practice Long-term Paraplanner role with potential to grow into an Associate Financial Advisor in 3–5 years Professional, approachable, and enjoys building relationships Meticulous with details and skilled at follow-through An excellent communicator – both verbal and written A strong cultural fit with our collaborative, supportive, and client-first team (aka our "Kite")

Requirements

Associate’s degree or higher in a related field required.
Excellent verbal and written communication abilities to effectively interact with clients and team members.
Ability to manage multiple priorities with accuracy and efficiency.
Commitment to delivering high-quality, error-free work.
Comfortable with standard office software and open to learning new tools.
Passion for building strong client relationships and delivering exceptional service.

Nice To Haves

Licensed (Series 7 and/or 66 preferred) are a plus but not required
Experienced in financial planning or client service within a wealth management or advisory practice
Long-term Paraplanner role with potential to grow into an Associate Financial Advisor in 3–5 years
Professional, approachable, and enjoys building relationships
Meticulous with details and skilled at follow-through
An excellent communicator – both verbal and written
A strong cultural fit with our collaborative, supportive, and client-first team (aka our "Kite")

Responsibilities

Prepare and update financial plans and investment proposals
Assist with client meeting prep and follow-up actions
Process investment trades and account service requests
Research investment options and product solutions
Maintain client records and documentation in CRM systems
Support overall office operations and advisor workflow

Benefits

Competitive compensation: $65,000-$85,000 per year, commensurate with experience
Exempt position
A stable, long-term career opportunity within a high-performing, values-based team
Supportive and respectful office culture where your contributions are truly valued
Paid Time Off (PTO): Flexible time-off policy to relax and recharge.
Paid Holidays: Enjoy time off for major holidays throughout the year.
Retirement Plan: 401(k) and Roth 401(k) with 3% employer contribution.
Health Insurance Contribution: 70% of the employee premium and 50% of the premium for dependents covered.
Dental Insurance: Available for employees
Disability and Life Insurance: Company-provided disability coverage and basic life insurance included.
Hybrid Work Schedule: Opportunity for a hybrid schedule once established in the role.