Paraplanner

Operations Leader | Training and Development Professional

Step into an instrumental role with Integrate Wealth Management – a private wealth advisory practice of Ameriprise Financial LLC.

Help conduct the smooth operation of a fast‑paced, friendly private wealth advisory practice. This position ties directly to the overall business plan of the practice by providing client relationship and general practice management support through the gathering of client data, helping prepare client deliverables and touch points for prospects and clients as needed and in preparation of their meetings.

This role further provides client relationship support by helping prepare preliminary financial plans and other client deliverables, working with advisors as needed, coordinating and tracking business‑as‑usual projects and trades.

This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when performing work activities.

This position may involve ad hoc requests, such as coordination and tracking of projects as needed.

$60,000.00/yr - $80,000.00/yr

This is a 40‑hour work week, and may include additional duties as assigned by the advisory practice.

• Preparation of client and prospect data (‘pre‑meeting prep’)
• Documentation of client interaction, contact, and trades in CRM
• Money guide implementation and updates
• 3rd‑party and River Source insurance illustrations and reprojections
• Morningstar reports
• SPS® trading and documentation

• Direct attention to detail and organization
• Effective communication with clients, advisors and staff
• Effective and efficient time management
  
  Ability to multi‑task
• Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial, LLC.
• Ability to support and provide guidance for compliance within the
• Positive attitude, sincere willingness to constantly learn, grow and improve process

• College degree or higher
• 2+ years of similar work experience
• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and state life, accident and health insurance licenses

Entry level

Full‑time

Finance and Sales