Licensed Client Service & Paraplanning Specialist
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Ameriprise Financial is seeking a licensed Client Service Associate/Paraplanner to join a collaborative wealth management practice in Charlotte. You will support lead advisors, prepare planning analyses, attend client meetings, and help deliver a high-quality client experience.
The role combines client service responsibilities with paraplanning tasks, including data gathering, planning recommendations, and using planning tools like Money Guide Pro .
Are you ready to take on the Licensed Client Service & Paraplanning Specialist role at Ameriprise Financial?
The advertised compensation is 60.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Licensed Client Service & Paraplanning Specialist role in the description above.
We appreciate your interest in this position.
Join Ameriprise Financial and contribute to our ongoing work.
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