1 Paraplanner Job in Wilmington, DE
Ameriprise Financial - Delaware is Hiring a Paraplanner Near Wilmington, DE
Ameriprise Financial – Bridget Erhard, Private Wealth Advisor with Ameriprise Financial located in Wilmington, DE.
Are you a dedicated financial services professional who thrives on providing exceptional service to clients? Do you have a passion for helping individuals navigate their financial goals? If so, our practice is seeking a Paraplanner to join our dynamic team.
We are a reputable and client-focused financial planning advisory practice with a strong track record of success. Our team of dedicated professionals is committed to providing comprehensive financial guidance and personalized solutions to our clients. With a solid foundation in the financial industry, we pride ourselves on delivering exceptional service and building lasting relationships.
Responsibilities:
As a Paraplanner, you will play a pivotal role in our practice, working closely with our team to ensure seamless client experiences. Your responsibilities will include:
- Conducting trade, rollover, and money movement calls with clients.
- Finalizing and submitting financial planning deliverables.
- Reviewing tasks for completion in our CRM system, checking for accuracy and completion.
- Creating financial planning recommendations.
- Participating in top-level client meetings and taking detailed notes.
Qualifications:
To excel in this role, you should possess:
- A bachelor's degree in finance, business, or a related field.
- Series 7 and Series 66 (or 63 and 65), and life & health licenses.
- Strong communication and interpersonal skills.
- Attention to detail and a client-focused mindset.
- Familiarity with financial planning tools and software.
Compensation and Benefits:
We offer a competitive compensation package starting at $65,000 per year, with potential for performance-based bonuses. In addition, you’ll receive:
- Paid time off (PTO) and paid holidays.
- Health insurance stipend to support your well-being.
- Profit-sharing opportunities to share in the success of the practice.
- Safe harbor 401(k) with a matching contribution.
- The chance to grow within our practice and take on more responsibilities over time.
Application Process:
If you're ready to make a significant impact on clients' financial futures and grow within our practice, we encourage you to apply. Please submit your resume, along with a cover letter detailing your relevant experience and why you're excited about this opportunity.
Join us in shaping the financial future of our clients and building a rewarding career within our team. Apply today!
Note: All applications will be reviewed, but only candidates selected for interviews will be contacted.
Bridget Erhard is an equal opportunity employer.
Job Summary
Full Time
$74k-88k (estimate)
02/10/2023
06/06/2024
The job skills required for Paraplanner include Financial Planning, Integrity, Problem Solving, Microsoft Office, Attention to Detail, PowerPoint, etc. Having related job skills and expertise will give you an advantage when applying to be a Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.
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