Paraplanner

Ameriprise Financial • Bellevue, WA

2d • Remote

About The Position

Allegiance Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, is seeking an experienced Paraplanner to join their growing, high-performing wealth management team. This role offers significant flexibility, including a fully remote option for U.S.-based candidates, with a preference for those in the Midwest or Pacific time zones. The Paraplanner will act as a versatile "utility player," supporting advisors across various functions including planning, trading, client service, and meeting preparation. This position is ideal for an industry-experienced professional who can quickly contribute and adapt to a fast-paced advisory environment.

Requirements

• 3–5 years of experience in the financial services industry preferred
• Prior experience in a paraplanner, client service, or operations support role strongly preferred
• Strong preference for candidates with prior wealth management or advisory firm experience, specifically Ameriprise Financial
• Active licensing or ability to obtain required licenses: SIE, Series 7, Series 66
• Strong understanding of financial services workflows, client servicing, and advisor support
• Ability to manage multiple priorities with accuracy and follow-through
• Strong communication and client service skills
• Comfortable working in a fast-paced, evolving environment
• Experience is prioritized over formal degree requirements

Nice To Haves

• Financial planning tools (e.g., MoneyGuide or similar platforms)
• Morningstar PMT / AMT systems
• CRM platforms (Salesforce or similar)
• Trading and account servicing systems
• Prior Ameriprise experience strongly preferred but not required

Responsibilities

• Prepare materials and documentation for client meetings
• Attend client meetings as a secondary support resource for note-taking and follow-up
• Complete detailed meeting follow-up tasks, including action items and CRM updates
• Execute trades and support account servicing requests
• Provide client-facing support, including responding to service requests and coordinating with advisors
• Assist in onboarding and ongoing account maintenance activities
• Maintain accurate and timely updates within CRM and financial planning systems
• Support advisors in delivering a high level of client service and responsiveness
• Help manage workflow across multiple households and advisors in a growing practice

Benefits

• Competitive salary commensurate with experience - $78,000 - $95,000
• Bonus opportunities based on performance
• Health, dental, and vision insurance
• Life insurance benefit
• 401(k) with 4% employer match (6-month eligibility period; enrollment begins the following month)
• Paid time off (PTO), accrued and increasing with tenure
• 11 paid holidays annually

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed