Accounting Paraplanner

and the job listing Expires on September 1, 2026
Full-Time Job Accounting, Data Analytics, Economics & Finance
ArcBridge Financial Group, an Ameriprise Financial franchise, is seeking a detail-oriented and motivated Paraplanner to support our growing wealth management practice.
This role is responsible for executing financial planning strategies, managing investment operations, and supporting advisor-led client relationships to help deliver strong client outcomes.
Key Responsibilities Client & Advisory Support Prepare materials and recommendations for client meetings
Assist with client onboarding and ongoing service needs
Support advisors in delivering a consistent client experience
Trading & Transactions Execute trades in accordance with firm policies and client objectives
Process contributions, distributions, transfers, and rollovers
Monitor transactions and resolve discrepancies
Assist in the development and maintenance of financial plans
Prepare planning analyses, including retirement, tax, and investment strategies
Support tracking of required distributions and key planning deadlines
Conduct research to support portfolio strategies and model updates
Analyze performance, risk, and allocation changes
Assist in evaluating investment solutions
Operations & Compliance Prepare and process client paperwork
Maintain accurate and organized client records
Ensure adherence to Ameriprise policies and regulatory requirements
Qualifications Required: Bachelor’s degree (Finance, Business, or related preferred)
2-5 years of experience in financial services or wealth management
Experience with trading, transactions, and account documentation
Strong organizational, analytical, and communication skills
Series 7 and 63/66 licenses (or ability to obtain)
California Insurance License (or ability to obtain)
Preferred: Experience as a Paraplanner or Planning Associate
Familiarity with financial planning software and CRM systems
CFP® coursework or progress toward designation
Salary: $85,000 - $100,000 (based on experience)

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