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Senior Paraplanner & Client Services Manager

Job in Hudson, Summit County, Ohio, 44236, USA
Listing for: Ameriprise Financial Services, LLC
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in Hudson, Ohio is seeking a client service manager/paraplanner to assist financial advisors in the financial planning process. Responsibilities include client relationship management, transaction execution, and supporting practice management tasks. Ideal candidates will have over 5 years of relevant experience and a required Series 7 license.

This role offers opportunities for professional growth in a supportive environment.
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Position Requirements
10+ Years work experience
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