Financial Planning Associate/Paraplanner Financial Planning Associate/Paraplanner …

Ameriprise Financial, Inc.
in Houston, TX, United States
Permanent, Full time
Last application, 10 Jan 22
Ameriprise Financial, Inc.
in Houston, TX, United States
Permanent, Full time
Last application, 10 Jan 22
Financial Planning Associate/Paraplanner
Job Description

Position Description:

Assist financial advisor(s), associate financial advisor(s), and the Financial Planning Department in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. 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 focuses on delivery of complex and accurate financial planning analysis and advice delivered to clients in a clear and timely manner. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.

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. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects.


Primary Responsibilities:
  • 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.
  • 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 and analysis as needed for client review meetings.
  • Attend and participate in client meetings if necessary.
  • Manage and resolve client service problems related to planning.
  • Work with and oversee team members in the financial planning department.
  • Perform other allowable duties as assigned by the financial advisor(s).

Required Qualifications

Specific Experience, Knowledge, and Skills Required:
  • 2+ years of experience in the financial services industry
  • Bachelor's degree or equivalent experience
  • Working knowledge of financial services industry and products
  • Strong sense of ownership, ability to work quickly and accurately on multiple projects
  • Direct attention to detail and organization
  • Effective communication with other advisors/staff and clients
  • Effective and efficient time management
  • Excellent verbal, written, analytical, and organizational skills
  • Proficiency with MS Word, Excel, Outlook, and financial planning software such as Naviplan or MoneyGuide Pro
  • Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
  • Ability to support and provide guidance for compliance within the advisor's practice
  • Positive attitude and sincere willingness to constantly learn and grow
Salary Range:
  • $45,000 - $60,000 annually based on industry related experience

About Our Company

With the right company, life can Be Brilliant®. 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 and we can Be Brilliant® together.

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.
Ameriprise Financial, Inc. logo
More Jobs Like This
See more jobs