Paraplanner

Job Description

Job Description

We are a private wealth advisory practice with Ameriprise Financial Services focused on client-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future.

We are seeking a detail-oriented Paraplanner to join our team and serve as a key support resource throughout the financial planning process. This role is ideal for someone who enjoys financial analysis, client interaction, and working in a collaborative environment where organization, accuracy, and responsiveness are highly valued.

Position Overview

The Paraplanner plays an integral role in supporting advisors by managing financial planning preparation, analyzing client information, creating planning deliverables, and assisting with ongoing client service needs. This individual will work closely with advisors to ensure a seamless planning experience while helping maintain the high level of service our clients expect.

This role is well-suited for someone looking to deepen their financial planning knowledge, gain exposure to all aspects of the client experience, and build a long-term career within the financial services industry.

Key Responsibilities

• Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
• Gather, review, and analyze client financial information to support planning strategies and recommendations
• Prepare charts, graphs, tables, and other visual aids for client presentations and implementation meetings
• Develop portfolio and product solution recommendations that align with client goals, risk tolerance, and time horizon
• Maintain client communication throughout the financial planning process
• Respond to client inquiries and provide account servicing support as appropriate and allowable
• Review and update client information in preparation for client review meetings
• Attend and participate in client meetings as needed
• Coordinate and track projects, follow-up items, and ongoing planning initiatives
• Perform additional practice management and client service responsibilities as assigned

Requirements

Qualifications & Experience

• Bachelor's degree preferred
• Two or more years of financial services industry experience preferred
• Previous experience in a paraplanner, financial planning, client service, or advisor support role strongly preferred
• Strong analytical, organizational, and problem-solving skills
• Exceptional attention to detail and accuracy
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Ability to work independently while collaborating effectively with advisors and team members

Licensing Requirements

Candidates must currently hold or be willing to obtain the following licenses within six months of hire:

• Series 7
• Series 66
• State Life, Accident, and Health Insurance License

Preferred Skills

• Strong client service and relationship management skills
• Accountability and ownership mindset
• Effective self-management and time management
• Technology proficiency and ability to quickly learn new systems
• Experience creating polished and visually appealing client materials
• High level of professionalism and confidentiality
• Ability to support compliance and regulatory requirements within the practice
• Positive attitude and commitment to continuous learning and professional development

Benefits

Compensation & Benefits

• $31–$43 per hour, depending on experience
• Non-exempt
• Full-time position (40 hours per week)
• Paid time off and paid holidays
• 401(k) with employer match
• Long-term disability
• Professional development and licensing support
• Opportunity to work closely with experienced financial advisors and planning professionals

Schedule & Work Environment

• Full-time, in-office position located in Calabasas, CA
• Collaborative and team-oriented culture
• Fast-paced financial planning environment
• Significant interaction with advisors and clients
• Opportunity to make a meaningful impact on both client outcomes and practice success

Why Join the practice?

This is an opportunity to join a respected financial planning practice where your contributions directly support both advisors and clients. You will play a critical role in helping deliver comprehensive financial planning solutions while building valuable industry experience and expanding your professional skill set.

At the practice, we value teamwork, continuous improvement, client-first service, and a commitment to excellence. We are looking for individuals who are motivated to learn, contribute, and grow alongside our team.

Equal Opportunity Employer

The practice 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.