Registered Paraplanner

Ameriprise Financial Services, LLC•Brookfield, WI

1d•$75,000 - $90,000•Onsite

About The Position

This position is for an experienced financial-services professional who takes pride in getting the details right, solving problems before they affect the client, and owning work from start to finish. You will play an important role in financial planning, client service, account implementation, and meeting preparation while developing toward greater advisory responsibility over time. If you enjoy combining technical financial-planning work with client service, problem solving, and a high level of personal responsibility, this may be an excellent next step in your career. Zoetic Wealth Management is a fast-paced team of four, and every person has a meaningful impact. In a small practice, your work is visible, your contributions matter, and you can see the direct effect your efforts have on the client experience. We operate according to a simple belief: we aim to be trusted. We earn that trust through accuracy, ownership, responsiveness, reliability, teamwork, and personal excellence.

Requirements

Bachelor’s degree in finance, financial planning, business, or a related field.
3+ years of similar experience in financial planning, wealth management, or a closely related financial-services environment.
Active Series 7 and Series 66 registrations and State Life, Accident and Health insurance licenses.
Demonstrated experience supporting financial planning, client service, account implementation, or related wealth-management activities.
CFP® certification or a genuine commitment to pursue the CFP® designation, including enrollment and testing within three years.
Experience working with financial-planning, CRM, document-management, investment-research, and Microsoft Office systems.
Ability and willingness to work in our Brookfield office on a full-time basis.

Nice To Haves

Experience with MoneyGuidePro, Morningstar Advisor Workstation, Box, Thomson ONE, or comparable systems.
Experience working in an Ameriprise or similar wealth-management practice.

Responsibilities

Support the financial-planning process and help prepare comprehensive client meeting agendas across the core areas of financial planning.
Maintain accurate client account records and complete service requests, account changes, paperwork, and documentation.
Assist with trading, account implementation, and other planning-related activities within the responsibilities of the role.
Monitor operational and service issues, coordinate with the home office when needed, and follow issues through to resolution.
Help ensure planning, service, and compliance requirements are completed accurately and on time.
Anticipate potential problems and take appropriate action before they affect the client experience.
Communicate professionally with clients and team members and contribute to a consistent, high-quality client experience.
Manage multiple priorities without sacrificing accuracy, organization, or follow-through.