Paraplanner

Ameriprise Financial - Washington • Bellevue, WA

6h • Hybrid

About The Position

Servitium Wealth Management is seeking a Paraplanner to join a growing, client-focused advisory practice. This role is designed for someone with foundational industry experience who can step in quickly, support advisors, and deliver a high-quality client experience. This is not an entry-level opportunity. The ideal candidate brings prior exposure to wealth management workflows and is looking to grow within a practice—progressing in responsibility, developing technical skills, and potentially moving toward an advisory path over time.

About the Practice
Servitium Wealth Management is a collaborative and client-centric advisory team focused on delivering thoughtful, relationship-driven financial guidance.

The culture is:

Team-oriented and supportive
Client-focused with high service standards
Fast-paced with a need for strong follow-through
Growth-minded, with opportunity for upward mobility

Requirements

• 1 - 2+ years of experience in financial services, wealth management, or a related role
• Strong understanding of client service and operational workflows
• High attention to detail and strong organizational skills
• Ability to manage multiple priorities in a fast-paced environment

Nice To Haves

• FINRA licenses (Series 7 and/or 66) or willingness to obtain within 12 months
• Experience with CRM systems (Salesforce preferred)
• Familiarity with financial planning tools (e.g., MoneyGuide)

Responsibilities

• Serve as a key point of contact for client service needs
• Communicate with clients regarding account activity, follow-ups, and requests
• Support advisors in delivering a seamless and responsive client experience
• Process new business, account opening, and ongoing account maintenance
• Handle client confirmations and service-related requests
• Coordinate with custodians and internal partners to resolve issues
• Prepare client meeting materials and documentation
• Support pre- and post-meeting workflows, including follow-ups and task tracking
• Maintain accurate client records within CRM systems
• Utilize tools such as Salesforce, MoneyGuide, and eMeeting (preferred)
• Ensure compliance with firm and regulatory standards

Benefits

• 100% employer-paid health insurance (employee coverage)
• Dental, vision, and disability insurance
• SIMPLE IRA
• Accrual-based PTO
• Paid market holidays + additional holiday flexibility
• Reduced in-office schedule and flexibility around year-end

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees