Financial Planning Paraplanner: Data-Driven Client Support
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Ameriprise Financial is seeking a Paraplanner to support financial advisors in a fast-paced planning office. You will assist in data gathering, preliminary plan prep, and client deliverables while maintaining professional ethics and regulatory compliance.
The role focuses on client relationship support, coordinating projects, and handling BAU tasks with accuracy and strong communication. This is a full-time position based in Perrysburg, OH, with base pay around $75k+ and licensing requirements
We are currently recruiting a Financial Planning Paraplanner:
Data-Driven Client Support for our team in Perrysburg, OH, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Perrysburg, OH, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 75.000 - 90.000.
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