Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share passion for doing quality work and helping people achieve their goals. Our firm is comprised of six Certified Financial Planners (CFP®) and six administrative assistants. Each partner serves approximately 200 client households and collectively the firm manages over $750M in client investments held mostly in fee-based wrap accounts. All members of our firm are dedicated to comprehensive financial planning and asset management. We enjoy a fun, team-focused environment where each person is valued and treated with respect.
For new applicants, the credentials outlined below are preferred but not required when applying for the paraplanner position. As you train and complete the required licenses and registrations, you will progress to the position of Associate Financial Advisor (AFA).
Typical Paraplanner/AFA responsibilities include, but are not limited to:
Qualifications:
Compensation:
Future dynamics of this role:
This position is full time and requires in office training with potential transition to a hybrid work environment of in office and work from home capabilities.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
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