Paraplanner / Associate Financial Advisor
Job Description
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.
Job Description
About the Role: Secure Bridge Wealth Advisors is seeking a motivated and detail oriented Paraplanner / Associate Financial Advisor to support our advisory team in delivering world-class client experience. This role blends financial planning analysis, client service, and advisory support-ideal for someone early in their wealth management career who's eager to grow into a client facing advisor. You'll work closely with lead advisors to prepare financial plans, support meeting preparation and follow up, handle client service requests, and help facilitate plan implementation.Key Responsibilities:
Financial Planning & Analysis:
Gather, organize, and maintain detailed client financial data.
Prepare comprehensive financial plans and perform analysis, stresstesting, and data verification.
Help interpret plan output and assist in implementing planning recommendations.
Client Service & Support:
Serve as a first point of contact for incoming client questions and service needs.
Create client presentations, reports, and meeting materials.
Support onboarding of new clients, including data collection and account setup.
Conduct meeting preparation and manage postmeeting followup tasks.
Advisory Support:
Prepare investment or planning recommendations for advisor review.
Execute trades and service requests as directed by the lead advisor.
Participate in client meetings (with opportunity to gradually take on segments of meetings).
Maintain accuracy and quality across all client deliverables and interactions.
Who You Are:
Detailoriented, organized, and comfortable managing multiple workflows.
Strong communicator with the ability to explain financial concepts clearly.
Curious, proactive, and eager to grow into a clientfacing advisory role.
Techsavvy with the ability to learn financial planning and CRM systems.
Preferred Qualifications:
Bachelor's degree in financial planning, finance, economics, business, or related field.
CFP designation/interest in pursuing the CFP designation (or already enrolled).
Experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus.
Prior experience in financial services is helpful but not required.
Career Path & Growth:
This role is designed as the first step in the SecureBridge Advisor Career Path, with clear progression opportunities up to lead advisor.
Growth is supported through handson mentorship, structured skill development, and increasing responsibility in financial plan creation, client interaction, and ultimately advisory leadership.
Performance Indicators:
Success in this role is measured by:
Accuracy and quality of planning work.
Responsiveness and professionalism in client service.
Technical proficiency with planning systems and data.
Demonstrated progress toward advisory skills and designations.
Full-Time/Part-Time
Full timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
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.
Job Description
About the Role: Secure Bridge Wealth Advisors is seeking a motivated and detail oriented Paraplanner / Associate Financial Advisor to support our advisory team in delivering world-class client experience. This role blends financial planning analysis, client service, and advisory support-ideal for someone early in their wealth management career who's eager to grow into a client facing advisor. You'll work closely with lead advisors to prepare financial plans, support meeting preparation and follow up, handle client service requests, and help facilitate plan implementation.Key Responsibilities:
Financial Planning & Analysis:
Gather, organize, and maintain detailed client financial data.
Prepare comprehensive financial plans and perform analysis, stresstesting, and data verification.
Help interpret plan output and assist in implementing planning recommendations.
Client Service & Support:
Serve as a first point of contact for incoming client questions and service needs.
Create client presentations, reports, and meeting materials.
Support onboarding of new clients, including data collection and account setup.
Conduct meeting preparation and manage postmeeting followup tasks.
Advisory Support:
Prepare investment or planning recommendations for advisor review.
Execute trades and service requests as directed by the lead advisor.
Participate in client meetings (with opportunity to gradually take on segments of meetings).
Maintain accuracy and quality across all client deliverables and interactions.
Who You Are:
Detailoriented, organized, and comfortable managing multiple workflows.
Strong communicator with the ability to explain financial concepts clearly.
Curious, proactive, and eager to grow into a clientfacing advisory role.
Techsavvy with the ability to learn financial planning and CRM systems.
Preferred Qualifications:
Bachelor's degree in financial planning, finance, economics, business, or related field.
CFP designation/interest in pursuing the CFP designation (or already enrolled).
Experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus.
Prior experience in financial services is helpful but not required.
Career Path & Growth:
This role is designed as the first step in the SecureBridge Advisor Career Path, with clear progression opportunities up to lead advisor.
Growth is supported through handson mentorship, structured skill development, and increasing responsibility in financial plan creation, client interaction, and ultimately advisory leadership.
Performance Indicators:
Success in this role is measured by:
Accuracy and quality of planning work.
Responsiveness and professionalism in client service.
Technical proficiency with planning systems and data.
Demonstrated progress toward advisory skills and designations.
Full-Time/Part-Time
Full timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
Related Jobs
When you join our team as an Assistant Store Manager, you'll take on key store management responsibilities including assisting with supervising day-to-day store activities, ensuring overall store perf...
ALDI is looking for enthusiastic part-time cashiers and stockers. As a cashier, you'll provide friendly, efficient checkout service, while as a stocker, you'll help keep shelves stocked and organized...
ALDI is looking for enthusiastic part-time cashiers and stockers. As a cashier, you'll provide friendly, efficient checkout service, while as a stocker, you'll help keep shelves stocked and organized...
We are proud to be a member of the Rentokil family of companies, the global leader in Pest Control and other services across more than 90 countries. We pride ourselves on being a trusted partner to ma...
ALDI is looking for enthusiastic part-time cashiers and stockers. As a cashier, you'll provide friendly, efficient checkout service, while as a stocker, you'll help keep shelves stocked and organized...
Steritech
Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period!For more information about our benefits, see below!We are proud to be a member of the Rentokil family of companies, the global leader...