Ameriprise Financial Services, LLC · 14 hours ago
Paraplanner
Midlothian, Virginia
Full-time
Onsite
Entry Level
$50K/yr - $75K/yr
2+ years expAmeriprise Financial is a company dedicated to helping clients achieve their financial goals through comprehensive planning and investment advice. They are seeking a full-time Paraplanner to provide high-quality service to clients, support financial plan development, and assist advisors in various tasks. The role emphasizes client support, financial planning, and team collaboration within a professional environment.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Act as a point of contact for clients—respond to inquiries via phone or email and support a seamless client experience. Monitor and respond to key action items from the home office
Assist advisors with entering data for client plans and preparing financial plans using MoneyGuide and Naviplan
Prepare presentation materials, reports for client meetings using PowerPoint and other tools, and implementing post-meeting follow ups. Attend client meetings, providing support and detailed notetaking. Execute trades with documented direction from an advisor
Support advisors and other team members to ensure smooth operations and exceptional client service. Review and maintain client reports and documentation
Qualification
Required
Bachelor's Degree or Two years' related experience and/or training; or equivalent combination of education and experience
Required licenses: Series 7, 66 (or 65 & 63) and state Life, Accident & Health; and/or any licenses currently required by Ameriprise Financial. (or ability to obtain within six months)
Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Able to write reports, business correspondence, and procedure manuals
Able to effectively present information and respond to questions from managers, clients, customers, and the general public
Excellent written and verbal communication skills are essential and mandatory
Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
Able to process Money Movement requests
Able to prepare and understand a financial plan
Able to navigate the Ameriprise Financial website and guide clients through the website
It is essential that the Paraplanner role has a high degree of integrity, honesty, commitment, and trust
The successful Paraplanner will have excellent inter and intrapersonal relationship skills, effective communication skills and the willingness to show empathy and understanding for various points of view
Able to communicate with clients in a professional, clear, and concise manner is essential
The Paraplanner must exercise discretion in dealing with the personal information of clients
Ability to manage multiple responsibilities effectively
Preferred
Pending graduates for Spring semester 2026 are welcome to apply
Experience with MoneyGuide or Naviplan strongly preferred
Experience with Salesforce strongly preferred
Benefits
Opportunities for bonuses and performance-based incentives.
15 market holidays per year.
Starts at 12 days – 1st year is prorated and up to 22 days after 5 years with the ability to roll over up to 5 days per year.
8 hours of volunteer time off per year.
$500/mo stipend to be used for any benefits.
Coverage available for employees.
Profit sharing plan with a match.
Coverage available for employees.
Medical Care Expense Reimbursement (FSA), LIMITED Purpose FSA, Dependent Care Expense Reimbursement, Transportation & Parking Fringe Benefits, and Non-Employer Sponsored Premiums.
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
5001-10000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase