Required:
· Fully licensed (Series 7,66, CA Life & VA insurance) with a minimum of 2 years experience in investment management and financial planning.
Position Description:
· Help conduct the smooth operation of a fast-paced, friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.
· The paraplanner will primarily assist the lead financial advisor in supporting book with investment management and financial planning. This role provides client relationship support through managing, gathering and analyzing client data, helping manage outsourcing of financial plans and running investment portfolios, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects.
· Key duties include reviewing, monitoring, and updating investment portfolios that include individual stocks, mutual funds, and ETFs. Must also have experience trading client accounts, preferably on Thompson One and/or Vestmark.
Key Traits of a Successful Paraplanner:
- Direct attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
Job Type: Full-time
Pay: $30.00 - $50.00 per hour
Benefits:
- 401(k)
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
Experience level:
Schedule:
Work setting:
Education:
Experience:
- Investment management: 2 years (Required)
- Financial services: 2 years (Required)
License/Certification:
- Series 7 (Required)
- Life Insurance License (Preferred)
Ability to Relocate:
- Los Angeles, CA 90045: Relocate before starting work (Required)
Work Location: Hybrid remote in Los Angeles, CA 90045