Ameriprise Financial Services, LLC · 1 day ago
Paraplanner
Plantation, FL
Full-time
Onsite
Entry, Mid LevelAmeriprise Financial Services, LLC is a recognized leader in wealth management, known for its strong culture and commitment to client experience. The Paraplanner role focuses on supporting advisors through various financial processes, ensuring compliance, managing client onboarding, and delivering exceptional client service.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Process ACHs, wires, transfers, and all things money-in-motion
Verify documentation and ensure compliance accuracy
Maintain detailed tracking because 'close enough' is not how we roll
Execute trades and support portfolio rebalancing
Partner with advisors to ensure seamless trade workflows
Prepare, submit, and track insurance and annuity applications
Communicate with carriers to keep cases moving
Ensure clients understand next steps with clarity and confidence
Gather and prepare all required documents
Set up accounts, transfer assets, and coordinate welcome processes
Assist with meeting preparation
Respond to client questions with warmth, professionalism, and precision
Support scheduling, forms, account maintenance, and follow-ups
Qualification
Required
Prior financial services or paraplanning experience
Strong attention to detail and a love of process
Comfort with trading workflows, money movement, and/or insurance applications
A curious mind and eagerness to learn new technology
A calm presence and excellent communication skills
Appreciation for CRM/Salesforce
Preferred
Series 7, Series 63, and FL 2-15 licensing, preferred but not required
College degree preferred
Benefits
Medical, dental, and vision insurance
Simple IRA with employer contribution
Paid time off + paid holidays
Short + long-term disability insurance
Continuing education + licensing support
On-site workout room & shower
Quarterly Team outings
Training in trading systems, rebalancing tools, insurance platforms, and workflow tech
Opportunities to attend conferences, workshops, and Ameriprise programs
Growth path toward Senior Paraplanner or Associate Advisor
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
Founded in 1990
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