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Ameriprise Financial Services, LLC · 4 days ago

Paraplanner/Client Service Position

Newport News, VA

Full-time

Onsite

New Grad, Entry Level

Ameriprise Financial is a fast growing independent wealth management firm serving individuals, families, and their businesses for over 25 years. They are seeking a talented individual to provide client relationship support and exceptional service with proactive communication.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Greet clients upon arrival and extend hospitality to clients

Call clients or prospects to set up meetings or appointments

Prepare agendas and forms for appointments

Complete client summary letters following client meetings

Conduct client appointment reminder calls and check-in calls on follow up items

Coordinate client appreciation events for the practice

Answer incoming calls to the office

Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

Maintain and order office supplies

Perform other allowable duties as assigned by the financial advisor

Qualification

Client relationship supportAttention to detailOrganizational skillsMulti-taskingCompliance guidanceCommunication skillsTime managementProfessionalismPolite phone mannerBachelor's degreeSecurities licenses

Required

Very strong attention to detail

Strong organizational and computer skills

Strong work ethic and the highest level of professionalism

Effective communication with clients and other advisors/staff

Effective and efficient time management

Polite and clear phone manner

Ability to multi-task

Ability to support and provide guidance for compliance within the advisor's practice

Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance license

Preferred

Bachelor's degree in Business, Finance, or a related field preferred

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)