Paraplanner

About the role

This position is with an Ameriprise Financial Franchise owner.

Responsibilities

• Maintain client management system
• Call clients and prospects to set up appointments
• Respond to client requests, coordinate/track projects and manage business-as-usual projects such as setting and preparing for annual reviews
• Attend, participate in and/or conduct client meetings as needed
• Write notes or letters to clients on personal letterhead of administrative nature and handle client appreciation – “surprise and delight!”
• Cookordinate client appreciation events and seminars
• Create and deliver an exceptional client experience that differentiates our practice
• Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings when licensed
• Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables when licensed
• Provide insight and recommendations to effectively use key marketing tools (MOD, Go Social, Advisor website, etc.) that help grow our practice
• Complete transaction requests as directed by financial advisors and associate financial advisors
• Maintain files and records in accordance with the records retention policy

Requirements

• College degree or higher
• 2+ years of similar experience
• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.

Qualifications

• Friendly, polite and clear phone manner
• Exceptional attention to detail and organization
• Strong organizational and computer skills
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice
• Positive attitude and sincere willingness to learn and grow

Skills

• Excellent pay correlating to qualifications and experience with potential for bonuses

Benefits

• Full-Time/Part-Time
• Ameriprise Financial is an equal opportunity employer

Pay

• Excellent pay correlating to qualifications and experience with potential for bonuses