Paraplanner

Job Description

Job Description

Paraplanner
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals.

Job Purpose

The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This position offers a career path with the potential to advance into a hybrid Paraplanner/Associate Financial Advisor role within three months to one year, depending on performance, licensing, and experience, accompanied by a corresponding increase in compensation.

Responsibilities

• Prepare for and follow up after client meetings.
• Update client financial plan analyses and develop recommendations using MoneyGuide.
• Conduct investment research and prepare supporting materials.
• Attend client meetings, providing support and detailed notetaking.
• Execute trades with documented direction from an advisor.

Qualifications

• Bachelor’s degree required.
• 1–3+ years of experience in a professional office environment, ideally in financial services.
• Series 7, Series 66, and WA Life & Health Insurance licenses required (or if one of these is needed, ability to obtain within two months).
• Professional, approachable, and client-focused demeanor with excellent interpersonal skills.
• Strong organizational skills and attention to detail.
• Proven analytical and independent problem-solving abilities.
• Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
• Experience with MoneyGuide strongly preferred.
• Excellent written and verbal communication skills.
• Ability to manage multiple responsibilities effectively.
• Strong personal and professional integrity.

Compensation and Benefits

• Base compensation: $60,000–$80,000 per year, depending on experience.
• Exempt
• Potential bonus compensation: Up to $10,000 per year, based on performance.
• Comprehensive benefits package including:
• Paid Time Off (PTO) and paid holidays
• Medical insurance (70% of premiums paid)
• Dental and Vision insurance (50% of premiums paid)
• 401(k) plan with employer match
• Group Life and Disability insurance

How to Apply

If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team’s success.

Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team.

Equal Opportunity Employer

Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.