What are the responsibilities and job description for the Paraplanner position at Ameriprise Financial - Iowa?
NaviPoint Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is actively seeking a dedicated and detail-oriented Paraplanner to join our team. As we continue to enhance our client experience and provide top-tier financial planning services, we are looking for a motivated individual to join our growing team.
Why Join Us?
You’ll play a crucial role in supporting our Advisors with client service and planning needs. This position offers the opportunity to work in a collaborative environment where your expertise will directly contribute to our clients' financial success.
What You’ll Do:
- Assist with meeting preparation, ensuring advisors are well-equipped with necessary materials and insights.
- Provide financial planning support, including data gathering, analysis, and plan development.
- Manage client follow-ups, ensuring action items are completed efficiently.
- Execute trades, transactions, and paperwork with precision and compliance in mind.
- Collaborate with the team to optimize workflows and enhance client service.
Qualifications
- A licensed financial professional (preferred), but we are open to candidates willing to obtain certification.
- Experience in financial services, wealth management, or financial planning is a plus.
- Strong organizational skills with the ability to manage multiple priorities.
- APMA® credential is highly desirable, as this expertise would add significant value to our team.
Compensation and Benefits:
- $26 per hour, commensurate with experience
- 401(k) with employer contributions
- Health insurance (a strong recruiting advantage)
- Vision & dental insurance
- PTO & paid holidays
Future Growth Opportunities:
While our immediate need is for a Paraplanner, there is potential for an Advisor role in the future as we continue to expand.
If you are eager to grow your career in financial planning and thrive in a dynamic, client-focused environment, we’d love to hear from you!
Apply today and become a key part of the NaviPoint team.
Salary : $26