Paraplanner

Ameriprise Financial • Calabasas, CA

6d • Onsite

About The Position

A private wealth advisory practice of Ameriprise Financial Services focused on client-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future. We are seeking a detail-oriented Paraplanner to join our team and serve as a key support resource throughout the financial planning process. This role is ideal for someone who enjoys financial analysis, client interaction, and working in a collaborative environment where organization, accuracy, and responsiveness are highly valued.

Requirements

• Bachelor's degree preferred
• Two or more years of financial services industry experience preferred
• Previous experience in a paraplanner, financial planning, client service, or advisor support role strongly preferred
• Strong analytical, organizational, and problem-solving skills
• Exceptional attention to detail and accuracy
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Ability to work independently while collaborating effectively with advisors and team members
• Candidates must currently hold or be willing to obtain the following licenses within six months of hire: Series 7, Series 66, State Life, Accident, and Health Insurance License

Nice To Haves

• Strong client service and relationship management skills
• Accountability and ownership mindset
• Effective self-management and time management
• Technology proficiency and ability to quickly learn new systems
• Experience creating polished and visually appealing client materials
• High level of professionalism and confidentiality
• Ability to support compliance and regulatory requirements within the practice
• Positive attitude and commitment to continuous learning and professional development

Responsibilities

• Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
• Gather, review, and analyze client financial information to support planning strategies and recommendations
• Prepare charts, graphs, tables, and other visual aids for client presentations and implementation meetings
• Develop portfolio and product solution recommendations that align with client goals, risk tolerance, and time horizon
• Maintain client communication throughout the financial planning process
• Respond to client inquiries and provide account servicing support as appropriate and allowable
• Review and update client information in preparation for client review meetings
• Attend and participate in client meetings as needed
• Coordinate and track projects, follow-up items, and ongoing planning initiatives
• Perform additional practice management and client service responsibilities as assigned

Benefits

• $31–$43 per hour, depending on experience
• Non-exempt
• Full-time position (40 hours per week)
• Paid time off and paid holidays
• 401(k) with employer match
• Long-term disability
• Professional development and licensing support
• Opportunity to work closely with experienced financial advisors and planning professionals

What This Job Offers

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