Wealth Planning Associate & Paraplanner
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-08-13
Listing for:
Ameriprise Financial Services, LLC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services, Financial Analyst
Job Description & How to Apply Below
Ameriprise Financial is seeking a detail-oriented Paraplanner / Associate Financial Advisor (AFA) to support its wealth management practice. This role executes financial planning strategies, handles investment operations, and maintains client relationships to deliver strong outcomes.
Ideal candidates have 2–5 years in financial services, knowledge of trading, accounts, and compliance, and hold or pursue Series 7/63/66 and a California Insurance License.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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