Paraplanner Job Job in Redwood City, California Us

Please note: Your application to this job will be a direct email to an Ameriprise recruiter.

You give more. You want more.

Position Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as anemployee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) 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/orperforming work activities.

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financialplans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to adhoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by theadvisor.
Position Functions:

Financial Planning Advice / Product Solutions
- Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in clientmeetings
- 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 asdevelop appropriate product deliverables

Client Care / Business Management
- Maintain client contact during the financial planning process. Answer questions and provide readily available information toclients, 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 ifnecessary.
- Manage and resolve client service problems
- Perform other allowable duties as assigned by the financial advisor(s)

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
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial and FINRA
- Ability to support and provide guidance for compliance within the advisor's practice
- 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, includingSeries 7, Series 66, and State life, accident and health insurance licenses

Find more of what you want at an Ameriprise Financial franchise. You'll be part of a group of professionals dedicated to helping clients plan for and achieve their dreams. And you'll have the support of our FORTUNE 500 firm behind you. Ameriprise Financial is America's leader in financial planning, serving more than 2.5 million individual, business and institutional clients.

Join us.