Paraplanner

Ameriprise Financial • White Bear Lake, MN • 3w ago

Location: White Bear Lake, MN Salary: $50,000 - $80,000 (depending on experience and licenses) Employment Type: Full-time Affiliation: North Lakes Financial Group (Independent Ameriprise Financial franchise) About the Opportunity: We are a growing financial planning practice affiliated with Ameriprise Financial, looking for a motivated Paraplanner to join our team. This role offers a great opportunity to deepen your experience in the financial services industry and grow your career. Key Responsibilities: Prepare financial plans, reports, and client meeting materials Analyze client data to develop investment and insurance recommendations Process transactions and assist with meeting follow-up Provide ongoing support to clients and help resolve issues Contribute to team meetings, compliance tracking, and business development Assist with financial modeling, tax planning, and retirement strategies Qualifications: Series 7, Series 66, and insurance licenses (or willing to obtain) 1+ year of experience in financial planning preferred Degree in business, finance, or a related field Strong organizational and communication skills Comfortable using financial software and Microsoft Office What We're Looking For: Detail-oriented and proactive Excellent with time management, client communication, and problem-solving skills Interested in long-term professional growth A team player who enjoys helping clients succeed If you're ready to build your career in financial planning with a client-focused team, we'd love to hear from you! 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. Base Pay Salary The estimated base salary for this role is $50,000 - $80,000 / year (depending on experience and licenses) Full-Time/Part-Time Full time https://www.eeoc.gov/eeo-policy-statement

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