Paraplanner

Ameriprise Financial is seeking a detail-oriented Paraplanner to support financial advisors in a fast-paced office. You will assist with client service, financial planning workflow, and administrative tasks to ensure a smooth operation and exceptional client experience. This role is ideal for someone passionate about client service and making a difference in people's lives.

• Assist financial advisors with client service and financial planning
• Create and deliver exceptional client experiences
• Maintain client management system and respond to client requests
• Prepare preliminary financial planning recommendations
• Coordinate client appreciation events and seminars
• Requires Series 7, Series 66, and state insurance licenses