Paraplanner
About The Position
Paraplanner Steve Teranishi – Financial Advisor with Ameriprise Financial Services Location: Merced, CA Full-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a licensed Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care. This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.
Requirements
- Prior financial services experience preferred; Ameriprise practice experience a plus.
- Strong organizational skills and high attention to detail.
- Excellent verbal and written communication abilities.
- Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred.
- Ability to manage multiple priorities in a fast-paced environment.
- Commitment to client confidentiality and professional ethics.
- Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses.
Nice To Haves
- Prior financial services experience preferred; Ameriprise practice experience a plus.
- Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred.
- Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses.
Responsibilities
- Prepare for client meetings, including compiling reports and follow-up materials.
- Draft and send client communications, including follow-up emails and documentation.
- Answer and route phone calls, provide prompt responses to client inquiries.
- Process trades and transactions (solicited trades require advisor approval if unlicensed).
- Assist with account openings, money movement, and form preparation.
- Maintain accurate client records in CRM and manage eMeeting scheduling.
- Support advisors in ongoing client relationship management.
- Collaborate with team members to ensure operational efficiency.
Benefits
- Licensing and professional development support.
- Paid time off and benefits package (medical & retirement plans).
- Opportunity for career growth within an expanding practice.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
