Client Service Associate​/Paraplanner

## Client Service Associate / Paraplanner Apply:
On-Site:
Charlotte, North Carolina:
Full time:
Posted Yesterday:
End Date:
October 15, 2026 (28 days left to apply):
R26 _3733

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.
** Job Description
** Position Overview    Join a growing, client-focused wealth management practice and become an integral part of a collaborative advisory team. This position combines the responsibilities of a licensed Client Service Associate with those of a Paraplanner, providing both operational support and financial planning assistance to lead advisors.
The ideal candidate is licensed, highly organized, service-oriented, and interested in developing deeper expertise in financial planning. This individual will play a key role in delivering an exceptional client experience by supporting client relationships, assisting with financial plans, handling service requests, and coordinating follow-up tasks that help clients achieve their financial goals.  This position offers an opportunity to become increasingly involved in the financial planning process, including attending client meetings, preparing planning analyses, and ultimately developing and presenting planning recommendations alongside advisors.
** Key Responsibilities
**** Client Service & Relationship Management
*** Serve as a primary point of contact for client service requests and administrative needs.
* Build strong relationships with clients and provide responsive, professional service.
* Process account servicing requests, e-forms, maintenance transactions, and account updates.
* Accept and document verbal authorizations for eligible transactions in accordance with firm policies and regulatory requirements.
* Facilitate client money movement requests and support trading activities as permitted by licensing and firm procedures.
* Coordinate and track outstanding client service items to completion.
* Maintain accurate client records and documentation.
** Advisor Support
*** Support Lead Advisors in day-to-day business operations and client relationship management.
* Prepare meeting materials, agendas, reports, and client review packages.
* Attend client meetings, take detailed notes, and ensure action items are completed promptly.
* Manage post-meeting follow-up activities, including client communications, implementation tasks, and scheduling.
* Assist with special projects, seminars, client events, and practice management initiatives.
** Financial Planning & Paraplanning
*** Assist advisors in gathering client data and organizing financial information.
* Utilize financial planning software to prepare and update financial plans.
* Help analyze client situations involving retirement planning, investments, insurance, cash flow, estate planning, and other wealth management topics.
* Prepare planning recommendations and supporting analyses for advisor review.
* Learn and become proficient in Money Guide Pro  and other planning tools.
* Over time, take on increasing responsibility for financial plan development and presentation support.
** Qualifications
* *** Required
* ** Active Series 7 license.
* Active Series 66 license (or equivalent qualifications).
* State Life, Accident & Health Insurance License.
* Strong organizational and time management skills.
*…