Ameriprise Financial Services, LLC · 22 hours ago
Paraplanner and Client Service Associate
Golden Valley, Minnesota
Full-time
Hybrid
Entry Level
$60K/yr - $65K/yr
2+ years expAmeriprise Financial Services, LLC is seeking a motivated and detail-oriented individual for a hybrid Paraplanner and Client Service Associate role. This role involves a mix of client-facing responsibilities and behind-the-scenes financial planning support, focusing on client scheduling, meeting preparation, financial planning assistance, marketing support, and team collaboration.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Client Scheduling and Coordination: Proactively engage clients to schedule meetings and gather client information and documentation ahead of meetings. Manage client records, maintain CRM system and other additional client support as needed
Meeting preparation and follow-up: Gather and organize client data for meeting preparation and complete various post-meeting follow ups. Prepare clear, accurate, client-focused meeting summaries. Coordinate with advisors for client follow up tasks, including forms, money movements, and applications
Financial Planning Support: Assist advisors with preparing client financial plans including the use of financial planning software and spreadsheets as well as other analytical tools. Gather and organize client data from internal systems and external sources. Ensure compliance with firm policies and requirement in all planning activities
Marketing & Communications: Support marketing efforts by drafting and publishing social media content, coordinating digital campaigns, organizing client events, and tracking performance metrics to enhance client and prospect engagement
Team Collaboration: Support advisors and other team members to ensure smooth operations and exceptional client service
Qualification
Required
Strong organizational and time-management skills
Excellent verbal and written communication skills
Detail-oriented with a high level of accuracy
Strong passion for delivering exceptional client service
Bachelor's degree required
Preferred
Minimum of 2 years of experience in the financial services industry preferred
Knowledge of client relationship management (CRM) systems preferred
Familiarity with financial planning software such as Money Guide and Ameriprise technology systems is a plus
Candidates actively pursuing Series 7 and Series 66 licenses are encouraged to apply
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