Ameriprise
Paraplanner / Associate Financial Advisor
Irvine, California · Part-time
Sponsorship not specified$85k-$100kDetected 1 day ago
CRMResearchCommunication
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.
Responsibilities
- Client & Advisory Support
- Support advisors in delivering a consistent client experience
- Reach out to clients to request updated financial documents in preparation of the planning meeting.
- Investment Research & Portfolio Support
- Conduct research to support portfolio strategies and model updates
- Maintain accurate and organized client records
- Professional development support
Requirements
- 2-5 years of experience in financial services or wealth management
- Experience with trading, transactions, and account documentation
- Series 7 and 63/66 licenses (or ability to obtain)
- California Insurance License (or ability to obtain)
- Support tracking of required distributions and key planning deadlines
- Strong organizational, analytical, and communication skills
Nice to have
- Experience as a Paraplanner or Planning Associate
- Familiarity with financial planning software and CRM systems
- CFP® coursework or progress toward designation
- Bachelor's degree (Finance, Business, or related preferred)
Compensation
- Salary: $85,000 - $100,000 (based on experience)
- The salary will be $75,000-$90,000/ year
Benefits
- Health and vision benefits
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.
- 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.
Equal opportunity
- 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.
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
Apply directly at Ameriprise →Create a free account for alerts like thisView Ameriprise immigration profile
This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.