Paraplanner

About the role

Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join their growing, client-focused team. They are dedicated to delivering personalized, comprehensive financial planning with professionalism, precision, and care. This role supports financial planning operations, advisor workflows, and the overall client experience.

Key Responsibilities

• Prepare for client meetings, including compiling reports and follow-up materials
• Draft and send client communications, including follow-up emails and documentation
• Answer and route phone calls, providing prompt responses to client inquiries
• Process trades and transactions (solicited trades require advisor approval if unlicensed)
• Absorb and prepare for account openings, money movement, and form preparation
• Maintain accurate client records in CRM and manage eMeeting scheduling
• Aid advisors in ongoing client relationship management
• Collaborate with team members to ensure operational efficiency

Qualifications

• Prior financial services experience preferred; Ameriprise practice experience a plus
• Strong organizational skills and high attention to detail
• Excellent verbal and written communication abilities
• Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred
• Ability to manage multiple priorities in a fast-paced environment
• Commitment to client confidentiality and professional ethics
• Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses

Compensation & Benefits

• $28–$33 per hour, based on experience
• Non-exempt
• Licensing and professional development support
• Paid time off and benefits package (medical & retirement plans)
• Opportunity for career growth within an expanding practice

How To Apply

Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.

Equal Opportunity Employer

Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.