Paraplanner

Jambalaya Group • Dallas, TX

7d • $43 - $53 • Hybrid

About The Position

Wisdom Wealth Management, an established Ameriprise Financial private wealth advisory practice with more than 34 years of success, is seeking an experienced, licensed Paraplanner to join our growing team. This is an exciting opportunity to become part of the foundation of our expanding Dallas presence while working alongside an experienced team serving clients across more than 35 states. This position is ideal for someone who enjoys financial planning, thrives in a collaborative environment, and is looking for long-term career growth within a stable, team-oriented practice.

Requirements

• Series 7 and Series 66 licenses
• Previous experience as a Paraplanner, Financial Planning Assistant, or similar wealth management role
• Strong understanding of financial planning concepts, investment operations, and trading support
• Excellent organizational and time management skills
• Exceptional attention to detail
• Strong written and verbal communication skills
• Ability to work independently while collaborating with a highly engaged team

Nice To Haves

• Previous Ameriprise Financial experience
• Life & Health Insurance license
• Experience supporting multiple financial advisors
• Bachelor's degree preferred; equivalent industry experience will also be considered

Responsibilities

• Prepare financial plans and planning recommendations.
• Assist advisors with client meeting preparation and follow-up.
• Prepare and process investment account paperwork.
• Support discretionary trading activities as appropriately licensed.
• Conduct account and portfolio analysis.
• Prepare reports and presentation materials for client meetings.
• Research planning strategies and investment solutions.
• Coordinate client service requests with the advisory and operations teams.
• Maintain accurate client records and documentation.
• Utilize Ameriprise systems and technology to support daily workflow.
• Collaborate with advisors and support staff to ensure efficient practice operations.
• Participate in ongoing process improvements and operational initiatives.

Benefits

• 100% employer-paid medical insurance for employees
• Company-paid Basic Life Insurance
• Voluntary Short-Term and Long-Term Disability Insurance
• Dental and Vision Reimbursement of up to $2,000 annually for eligible expenses for employees and qualifying family members
• 401(k) Retirement Plan with employer matching contributions and profit-sharing opportunities
• Generous paid time off and paid sick leave
• Paid Birthday Holiday
• Professional development and long-term career growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree