Paraplanner

Position title: Paraplanner

Position Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of ClearCourse Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services® LLC.

The paraplanner will primarily assist financial advisors and associate financial advisors in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the team.

Position Information:

• Total Compensation Package: $45,000 - $80,000 commensurate with experience

• Benefits: Paid sick, vacation, holidays after 90 days and 401(k) eligibility after one-year of service

Position Functions:

60% Financial Planning & Advice / Product Solutions

· Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings

· Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients

· Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables

40% Client Care / Business Management

· Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.

· Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.

· Manage and resolve client service problems

Key Traits of a Successful Paraplanner

· Direct attention to detail and organization

· Effective communication with clients and other advisors/staff

· Effective and efficient time management

· Polite and clear phone manner

· Ability to multi-task

· Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

· 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

Job Type: Full-time

Pay: $45,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Compensation package:

• Profit sharing
• Yearly bonus

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• paraplanner: 2 years (Preferred)

Work Location: In person