Paraplanner

Ameriprise Financial•Troy, MI

11d•Onsite

About The Position

Paraplanner Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an Ameriprise Financial advisory practice, in Troy, MI is seeking a Paraplanner to join a collaborative and growing team. This role is ideal for a financial services professional who enjoys both the analytical and client-facing sides of the business and is looking to deepen their experience in financial planning. This is not an entry-level role. The ideal candidate brings prior industry experience, holds required licenses, and is looking to grow within a practice—expanding their planning expertise and taking on increased responsibility over time. About the Practice We are a dynamic and client-focused advisory team dedicated to helping individuals, families, and small organizations achieve their financial goals through comprehensive planning and investment guidance. Our environment is: Relationship-driven and client-focused Collaborative and team-oriented Detail-oriented with high service expectations Growth-minded, with opportunities for increased responsibility

Requirements

Bachelor’s degree
2+ years of experience in financial services or a professional office environment
Active FINRA licenses (Series 7 & 66) and Michigan Life & Health insurance license
Strong organizational skills with high attention to detail
Ability to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Office (Excel, Word, Outlook)
Experience with CRM systems (Salesforce preferred)

Nice To Haves

Strong interpersonal and client communication skills
Analytical mindset with problem-solving ability
Team-oriented with a proactive approach to work
High level of professionalism, integrity, and accountability

Responsibilities

Serve as contact for client requests and follow-ups
Participate in client meetings and support ongoing relationship management
Prepare and deliver post-meeting follow-up communications
Process and document new business and account maintenance
Execute advisor meeting notes and trades with advisor direction and proper documentation
Conduct rollover calls with clients and institutions
Gather and review client data and documentation for accuracy and completeness
Prepare presentations and materials for client meetings
Support pre- and post-meeting workflows, including tracking action items
Assist advisors in maintaining firm and regulatory compliance standards
Support ongoing projects and ad hoc business initiatives