ClearPath Wealth Management-A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC · 6 days ago
Paraplanner
Golden Valley, MN
Full-time
Onsite
Entry, Mid Level
$60K/yr - $80K/yr
2+ years expClearPath Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC, focused on providing tailored financial solutions. The Paraplanner role involves supporting client relationships and practice management by preparing client data, financial plans, and documentation, while adhering to professional ethics and regulatory requirements.
Financial Services
Hiring Manager
Josh Batker
Responsibilities
Preparation of client and prospect data (‘pre-meeting prep’)
Documentation of client interaction, contact, and trades in CRM
Financial Planning implementation and updates
Annuity and Insurance illustrations and reprojections
Morningstar reports
Trading and documentation
Qualification
Required
2+ years of similar work experience
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 licenses
College degree or higher
Attention to detail and organization
Effective communication with clients, advisor, and staff
Effective and efficient time management
Polite, succinct phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial, LLC
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude, sincere willingness to constantly learn, grow and improve process
Entrepreneurship mindset
Company
ClearPath Wealth Management-A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
ClearPath Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC Our purpose is to serve the families of clients, employees, and owners.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase