Licensed Paraplanner/Associate Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Ameriprise Financial Services, LLC · 4 hours ago

Licensed Paraplanner/Associate Financial Advisor

positionJacksonville, Florida
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Ameriprise Financial Services, LLC is seeking a Licensed Paraplanner/Associate Financial Advisor to assist financial advisors in a fast-paced financial planning office. The role involves managing client relationships, conducting transactions, and supporting various administrative tasks to ensure smooth operations within the practice.

CommercialConstructionProperty ManagementReal EstateResidential
check
H1B Sponsor Likelynote

Responsibilities

Conduct Transactions
Review and update client information as needed for client review meetings
Attend and participate in client meetings as necessary
Develop portfolio/robust product solution recommendations that fit client’s risk tolerance and time horizon
Quarterly completion of supervisory reviews
Maintain and run reports for the practice as needed
Develop appropriate deliverables
Maintain client contact during the financial planning process
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Managing the practice and supporting client relationships
Manage and resolve client service problems
Perform other allowable duties assigned by the financial advisor(s)
Update forms and submit to home office for processing
Respond to client emails and requests
Provide information and support to financial advisor as needed
Manage and provide support on other administrative tasks as they arise

Qualification

Series 7 licensedClient relationship managementFinancial planningPortfolio recommendationsCompliance guidanceEffective communicationTime managementAttention to detail

Required

College degree or higher
2+ years of similar experience
Must be Series 7 licensed

Preferred

Series 66, and State life, accident, and health insurance licenses

Company

Ameriprise Financial Services, LLC

twittertwitter
Glassdoor3.8
company-logo
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
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)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
linkedin
leader-logo
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
linkedin

Recent News

MarketScreener
Dow, S&P 500 post record closing highs; Nasdaq eases with tech
2025-10-03
MarketScreener
Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase