Paraplanner

Ameriprise Financial - Washington • Bellevue, WA

2d • $78,000 - $95,000 • Remote

About The Position

Allegiance Wealth Management practice is a growing, high-performing wealth management team committed to delivering proactive financial planning, strong client service, and scalable operational support as the business continues to expand through both organic growth and acquisition. We are seeking an experienced Paraplanner to join the team in a highly flexible, “utility player” role supporting advisors across planning, trading, client service, and meeting preparation functions. This role is ideal for someone who is already industry-experienced and can step in with a short learning curve, contribute quickly, and operate across multiple functions in a fast-paced advisory environment. The Paraplanner will serve as a key support resource to advisors by managing meeting preparation, client follow-up, trading support, and ongoing service needs. This individual will also participate in client meetings as needed, ensuring accurate documentation, seamless follow-up, and a high-quality client experience. This role is designed for a versatile professional who can operate independently while also collaborating closely with advisors and the broader service team.

Requirements

• 3–5 years of experience in the financial services industry preferred
• Prior experience in a paraplanner, client service, or operations support role strongly preferred
• Strong preference for candidates with prior wealth management or advisory firm experience, specifically Ameriprise Financial
• Active licensing or ability to obtain required licenses: SIE, Series 7, Series 66
• Strong understanding of financial services workflows, client servicing, and advisor support
• Ability to manage multiple priorities with accuracy and follow-through
• Strong communication and client service skills
• Comfortable working in a fast-paced, evolving environment
• Experience is prioritized over formal degree requirements

Nice To Haves

• Financial planning tools (e.g., MoneyGuide or similar platforms)
• Morningstar
• PMT / AMT systems
• CRM platforms (Salesforce or similar)
• Trading and account servicing systems
• Prior Ameriprise experience strongly preferred but not required

Responsibilities

• Prepare materials and documentation for client meetings
• Attend client meetings as a secondary support resource for note-taking and follow-up
• Complete detailed meeting follow-up tasks, including action items and CRM updates
• Execute trades and support account servicing requests
• Provide client-facing support, including responding to service requests and coordinating with advisors as needed
• Assist in onboarding and ongoing account maintenance activities
• Maintain accurate and timely updates within CRM and financial planning systems
• Support advisors in delivering a high level of client service and responsiveness
• Help manage workflow across multiple households and advisors in a growing practice

Benefits

• Competitive salary commensurate with experience - $78,000 - $95,000
• Bonus opportunities based on performance
• Health, dental, and vision insurance
• Life insurance benefit
• 401(k) with 4% employer match
• Paid time off (PTO), accrued and increasing with tenure
• 11 paid holidays annually

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed