Ameriprise

Paraplanner

Idaho Falls, Idaho · Part-time

Sponsorship not specifiedDetected 9 days ago

CommunicationTime Management

About the role

We celebrate the unique qualities and reward the contributions of our talented, passionate employees.
This position is with an Ameriprise Financial Franchise owner.
Job Description Do you love client service and work that requires excellent attention to detail?

Create and deliver an exceptional client experience that differentiates our practice.

Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial
Excellent pay correlating to qualifications and experience with potential for bonuses.
College degree or higher

Maintain client management system
Call clients and prospects to set up appointments
Attend, participate in and/or conduct client meetings as needed
Write notes or letters to clients on personal letterhead of administrative nature and handle client appreciation - "surprise and delight!"
Coordinate client appreciation events and seminars
Complete transaction requests as directed by financial advisors and associate financial advisors
and time allocation will change over time to meet the needs of the practice and can include other duties assigned by the advisors.

Excellent pay correlating to qualifications and experience with potential for bonuses.

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.

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.
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.

Ameriprise Financial is an equal opportunity employer.
If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

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

This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.