Ameriprise

Ameriprise

Paraplanner / Associate Financial Advisor

Glen Allen, Virginia · Part-time

Sponsorship not specifiedDetected 8 days ago
CRMMentoringPublic Speaking

About the role

  • Secure Bridge Wealth Advisors is seeking a motivated and detail oriented Paraplanner / Associate Financial Advisor to support our advisory team in delivering world-class client experience.
  • This role blends financial planning analysis, client service, and advisory support-ideal for someone early in their wealth management career who's eager to grow into a client facing advisor.
  • You'll work closely with lead advisors to prepare financial plans, support meeting preparation and follow up, handle client service requests, and help facilitate plan implementation.

Responsibilities

  • Gather, organize, and maintain detailed client financial data.
  • Prepare comprehensive financial plans and perform analysis, stress‑testing, and data verification.
  • Client Service & Support:
  • Create client presentations, reports, and meeting materials.
  • Support onboarding of new clients, including data collection and account setup.
  • Conduct meeting preparation and manage post‑meeting follow‑up tasks.
  • Advisory Support:
  • Execute trades and service requests as directed by the lead advisor.
  • Maintain accuracy and quality across all client deliverables and interactions.

Requirements

  • Strong communicator with the ability to explain financial concepts clearly.
  • Tech‑savvy with the ability to learn financial planning and CRM systems.

Nice to have

  • Bachelor's degree in financial planning, finance, economics, business, or related field.
  • CFP® designation/interest in pursuing the CFP® designation (or already enrolled).
  • Experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus.
  • Prior experience in financial services is helpful but not required.
  • Career Path & Growth:
  • Growth is supported through hands‑on mentorship, structured skill development, and increasing responsibility in financial plan creation, client interaction, and ultimately advisory leadership.
  • Performance Indicators:
  • Success in this role is measured by:

Company info

  • At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
  • We celebrate the unique qualities and reward the contributions of our talented, passionate employees.
  • If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
  • This position is with an Ameriprise Financial Franchise owner.

Visa & Work Authorization

  • age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law
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This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.