Paraplanner

Twin Cities Wealth Advisors, a Private Wealth Advisory practice of Ameriprise Financial is

looking for a Financial Planning Paraplanner. We are looking for someone who is

friendly, client and detail-oriented with an exceptional work ethic to be part of our team. Help

conduct the smooth operation of a fast-paced, friendly financial planning office. Work as an

employee of an independent advisor franchisee with a highly client service rated financial

advisory practice of Ameriprise Financial. Assist in daily business operations.

This role will primarily assist Financial Advisors in the financial planning workflow. This

position will consistently follow high standards of business and professional ethics and legal and

regulatory requirements when dealing with others and/or performing work activities. Provide

client relationship support through managing, gathering and analyzing client dates, helping

prepare preliminary financial plans and other client deliverables, working with clients to resolve

issues and other practice management tasks as needed. Responds to ad hoc requests and

coordinates/tracks projects. Opportunity to grow into an Associate Financial Advisor role and more.

Position:
Paraplanner

Duties/Responsibilities:

• Prepare preliminary financial planning recommendations and initial product solution for advisor review and use in client meetings
• Prepare charts, graphs, tables, and other visual aids to be used in implementation meetings with clients
• Complete client meeting follow-up including executing trades within client accounts, finalizing applications, and preparing summary letters.
• Manage, research and resolve client service questions or issues
• Maintain client contact during the financial planning process.
• Review and update client information, as needed, for client review meetings including client communications and activities
• Manage CRM database
• Follow-up with clients regarding advisor recommendations
• Other duties as assigned
• Ability to Multi-Task
• Detail-Oriented
• Problem Solving Abilities
• Excellent Interpersonal Skills
• Effective and Efficient Time Management
• Ability to Support and Provide Guidance for Compliance
• Positive Attitude and Sincere Willingness to Learn and Grow

Qualifications:

Education/

Experience:

• Bachelor’s degree from a 4-year college or university or higher
• 3+ years paraplanner experience, preferably within Ameriprise Financial

Language

Skills:

Ability to write/type letters to clients, business correspondence, and case notes in a clear, concise and professional manner

Computer

Skills:

Working knowledge of Microsoft Office Suite (including MS Word, Excel and PowerPoint) and the Ameriprise Financial Planning Tool Suite (including Navi Plan and Document Developer)

Registrations and Licenses (already obtained or working towards):

• FINRA Series 7
• FINRA Series 66
• Minnesota insurance license for life, accident and health