Paraplanner
About The Position
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. At Anchor Point Advisors, we’re a tight knit team that believes serious financial work doesn’t have to take itself too seriously. We’re proud winners of the Forbes Best-in-State Wealth Management Teams (2025) and the Ameriprise Client Experience Award (2023, 2024, 2025). But what really sets us apart is our culture. We value Community, Integrity, Clarity, and Teamwork, and we infuse those values into everything we do, from client conversations to team celebrations. If you love organization, appreciate a well-built workflow, enjoy working alongside smart, fun individuals… and you also love dogs… you may have just found your place.
Requirements
- Prior financial services or paraplanning experience
- Strong attention to detail and a love of process
- Comfort with trading workflows, money movement, and/or insurance applications
- A curious mind and eagerness to learn new technology
- A calm presence and excellent communication skills
- Appreciation for CRM/Salesforce
Nice To Haves
- Series 7, Series 63, and FL 2-15 licensing, preferred but not required
- College degree preferred
Responsibilities
- Money Movement Process: ACHs, wires, transfers, and all things money‑in‑motion
- Verify documentation and ensure compliance accuracy
- Maintain detailed tracking because “close enough” is not how we roll
- Trading & Portfolio Support: Execute trades and support portfolio rebalancing
- Partner with advisors to ensure seamless trade workflows
- Insurance & Annuity Case Support: Prepare, submit, and track insurance and annuity applications
- Communicate with carriers to keep cases moving
- Ensure clients understand next steps with clarity and confidence
- New Client Onboarding: Gather and prepare all required documents
- Set up accounts, transfer assets, and coordinate welcome processes
- Help deliver a legendary “first impression” client experience
- Client Service Excellence: Assist with meeting preparation
- Respond to client questions with warmth, professionalism, and precision
- Support scheduling, forms, account maintenance, and follow‑ups
Benefits
- Medical, dental, and vision insurance
- Simple IRA with employer contribution
- Paid time off + paid holidays
- Short + long-term disability insurance
- Continuing education + licensing support
- On-site workout room & shower
- Quarterly Team outings
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
