Paraplanner

Paraplanner

Clarity Financial Advisors, a growing Private Wealth Advisory Practice of Ameriprise Financial, is seeking a fully licensed Paraplanner to join our team.

This role is a key part of our client service and planning infrastructure—supporting advisors and helping deliver a high-quality, seamless experience for our clients. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, team-driven environment.

What You'll Do

• Execute trades, transactions, new business applications, and account maintenance with a high level of accuracy and timeliness
• Ensure all activities meet firm policies and regulatory requirements
• Serve as a resource for client service requests requiring licensing and product knowledge
• Support advisors with estate settlements and more complex casework
• Partner with advisors and team members to prepare for client meetings and follow through on action items
• Identify opportunities to improve workflows, enhance efficiency, and strengthen the client experience

What We're Looking For

• Active securities licenses (Series 7 and 66 or equivalent) and Life & Health Insurance required.
• Experience in financial services operations, paraplanning, or business processing
• Strong attention to detail and ability to manage multiple priorities effectively
• Clear communicator with a collaborative, team-first mindset
• Comfortable working in evolving systems and a dynamic environment
• Availability to work Eastern Time business hours

Compensation & Benefits

• Starting salary: $75,000, exempt
• PTO and paid holidays
• Health insurance stipend
• 401(k) with 5% employer match (eligible after 6 months)
• Opportunities for professional growth within a growing practice
• Supportive, team-oriented culture

Location

• Primary; Ann Arbor, MI
• Hybrid or remote arrangements considered for exceptional candidates
• Remote team members must work Eastern Time hours

About Clarity Financial Advisors

Clarity Financial Advisors is a Private Wealth Advisory Practice of Ameriprise Financial, dedicated to helping clients achieve financial clarity and confidence. We are committed to delivering a high-touch client experience and fostering a culture built on integrity, collaboration, and continuous improvement.

Equal Opportunity Employer

Clarity Financial Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic.