Paraplanner

Job Details:-

This is a job posting from company – Ameriprise Financial – Delaware

Employment TypeFull Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location: Delaware, USA

This job is 100% remote.

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Job description

Ameriprise – Wilmington, DE – a successful, well established financial advisory practice is seeking a fulltime licensed Paraplanner. Key responsibilities include, prepping for meetings, making recommendations, attending meetings, trades and money movement.

Job Purpose:

Serve as a Paraplanner, providing exceptionally friendly, helpful, high-quality service to our clients.

Responsibilities:

  • Trades and money movement with direct documentation from Advisor
  • Create and process paperwork
  • Assist with and create follow up tasks from meetings
  • Create a dialogue with clients during financial planning process
  • Attend meetings with advisor as needed
  • Assist with meeting prep

Qualifications:

  • Bachelor’s degree or higher
  • 3-5+ years of similar work experience in the financial services industry
  • FINRA Series 7, 66 and life and health required
  • Pleasant, professional and friendly manner with excellent interpersonal skills
  • Highly organized, accurate, and attention to detail
  • Proven analytical and independent problem-solving skills
  • Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
  • Excellent written and verbal communication skills
  • Ability to handle multiple responsibilities
  • Strong personal and business ethics and integrity
  • Desire to grow and learn within the practice

Salary and Benefits:

· Salary range between $55,000-$64,000 per year, based on experience

· Comprehensive benefits package offered including PTO and 401k with a match.

How to Apply:

Please submit the following for consideration:

  • Cover letter
  • Resume

We are an Equal Opportunity Employer


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