What are the responsibilities and job description for the Paraplanner position at Ameriprise Financial Services, LLC?
Ameriprise – Nashua, NH – a dynamic, growth oriented, well established financial advisory practice is seeking a fulltime licensed Paraplanner. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.
Job Purpose:
Serve as a Paraplanner, providing exceptionally friendly, helpful, high-quality service to our clients.
Responsibilities:
- Trades and transactions
- Answer client calls and questions as needed
- Write financial plans and make recommendations
- Enter data into Navi plan and run illustrations
- Analyze client goals and make adjustments as needed
- Complete financial planning deliverables
- Manage and track financial planning agreements
- Review and interpret financial statements
- Assist with product development and strategy for the office
Qualifications:
- Bachelor’s degree or higher
- 1 years of similar work experience in the financial services industry
- NASD/FINRA Series 7, 66 and life and health preferred - ability to study and pass in first 6 months is required
- Pleasant, professional and friendly manner with excellent interpersonal skills
- Highly organized, accurate, and attention to detail
- Strong customer service ethic
- Proven analytical and independent problem-solving skills
- Highly proficient in Microsoft office including Excel, Word and Outlook
- Excellent written and verbal communication skills
- Ability to adhere to rules and regulations as required by advisor and Ameriprise
- Strong personal and business ethics and integrity
- Salesforce experience a plus
- Ability to support and provide guidance for compliance
- Desire to grow and learn within the practice
Salary and Benefits:
- $58,000-$75,000 commensurate with experience and licensure, salary and bonus
- Simple IRA with 3% match, Paid Time Off, Life & disability insurance options available
How to Apply:
Please submit the following for consideration:
- Cover letter
- Resume
Please reach out to Tyler Arnesen or Andrea Riley Arnesen at 603-598-9880 with any questions. tyler.arnesen@ampf.com and andrea.x.riley-arnesen@ampf.com
We are an Equal Opportunity Employer
Salary : $58,000 - $75,000
