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. Job Description 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. What You’ll Do (A Lot. But You’ll Love It.) You’ll be the engine behind a smooth, efficient, compliant client experience by supporting our advisors through: 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 What You Bring 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 Series 7, Series 63, and FL 2-15 licensing, preferred but not required College degree preferred Why You’ll Love Working Here A fun, collaborative financial planning team Leadership that values organization, tech, process, and efficiency Clear processes, supportive coworkers, and a calm, low‑drama work environment A supportive team that values your ideas A culture where humor and high standards happily coexist Opportunities to gain experience, learn, and sharpen your expertise We actually like each other — and we laugh. A lot. An environment where dogs and humans are equally adored Core 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 Role‑Related Perks Training in trading systems, rebalancing tools, insurance platforms, and workflow tech Opportunities to attend conferences, workshops, and Ameriprise programs Growth path toward Senior Paraplanner or Associate Advisor Location: This role is fully in‑office in Jacksonville, FL Candidates outside the area must be willing to relocate. Full-Time/Part-Time Full time Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
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
- Location: This role is fully in‑office in Jacksonville, FL Candidates outside the area must be willing to relocate.
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
- Training in trading systems, rebalancing tools, insurance platforms, and workflow tech
- Opportunities to attend conferences, workshops, and Ameriprise programs
- Growth path toward Senior Paraplanner or Associate Advisor
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
