1 Financial Paraplanner Job in Bowling Green, KY
Ameriprise Financial is Hiring a Financial Paraplanner Near Bowling Green, KY
Duties:
- Assist financial advisors and wealth managers in providing comprehensive financial planning services to clients
- Prepare financial reports, including investment performance reports and portfolio analysis
- Conduct research on investment opportunities and provide recommendations to advisors
- Assist with the development and implementation of investment strategies
- Manage client accounts, including processing transactions and monitoring account activity
- Collaborate with other team members to ensure excellent customer service and client satisfaction
- Maintain accurate and up-to-date client records in the customer relationship management (CRM) system
Skills:
- Strong knowledge of portfolio management and investment management principles
- Proficiency in technical accounting and financial analysis
- Excellent communication skills, both written and verbal
- Detail-oriented with strong organizational skills
- Ability to work independently and as part of a team
- Strong problem-solving and analytical skills
- Proficient in using financial software and tools
Requirements:
- Bachelor's degree in finance, accounting, or a related field preferred
- Previous experience in a similar role preferred
- Strong attention to detail and emphasis on creating a superior client experience
- Familiarity with comprehensive financial planning is a plus
Benefits:
- Competitive salary based on experience and qualifications
- Full and comprehensive benefit program including retirement/401k matching and generous PTO
We are seeking a highly motivated individual with a passion for finance and wealth management to join our team as a Paraplanner. As a Paraplanner, you will play a crucial role in supporting our financial advisors and wealth managers in providing comprehensive financial planning services to our clients. You will assist with portfolio management, customer relationship management, technical accounting, investment research, and more. If you have a strong background in finance, excellent analytical skills, and are eager to contribute to the success of our clients' financial goals, we would love to hear from you. Apply today!
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Experience:
- Financial planning: 2 years (Required)
License/Certification:
- FINRA License (Required)
Ability to Relocate:
- Bowling Green, KY: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$71k-84k (estimate)
04/24/2024
08/20/2024
ameriprise.com
MINNEAPOLIS, MN
7,500 - 15,000
1987
JAMES M CRACCHIOLO
$10B - $50B
Related Companies
About Ameriprise Financial
Ameriprise Auto & Home Insurance sells auto, home, condo, renters, specialty and umbrella insurance. Founded in 1987, we sell insurance directly to clients. We generally market our products in partnership with some of the worlds most well-known companies. These companies share our values: price products competitively and handle every client with care To learn more about our company, visit www.Ameriprise.com/auto-home or call 1.800.535.2011. *Ameriprise Auto & Home Insurance is the marketing name of IDS Property Casualty Insurance Company and Ameriprise Insurance Company, De Pere, WI, both of w...hich have sole financial responsibility for their own products. Insurance is underwritten by either company, depending on the state. The Ameriprise Auto & Home Insurance Agency places policies with unaffiliated insurers. Each insurer is solely responsible for the claims on its policies and pays the Agency for policies sold. Prices, coverages and privacy policies vary among these insurers. Both companies and the agency are subsidiaries of American Family Insurance Mutual Holding Company, which acquired both companies and the agency from Ameriprise Financial, Inc. in 2019. The terms Ameriprise Auto & Home Insurance, Ameriprise Insurance, Ameriprise Insurance Company and IDS Property Casualty Insurance Company are being used by American Family Insurance Mutual Holding Company under a license from Ameriprise Financial on a temporary basis. Ameriprise Auto & Home Insurance and the associated logo is a registered trademark of Ameriprise Financial, Inc. which is being used under license. Specific products may vary and may not be available in all states in accordance with state filings and applicable law. Insurance availability may vary by region or state. Discounts and savings vary by state and apply to certain coverages. Certain restrictions and limitations apply. IDS Property Casualty Insurance Company's California license number is 3726-7.
More
Show less
The job skills required for Financial Paraplanner include Accounting, Customer Service, Attention to Detail, Problem Solving, Analysis, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Paraplanner positions, which can be used as a reference in future career path planning. As a Financial Paraplanner, it can be promoted into senior positions as an Accounts Payable Clerk II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Paraplanner. You can explore the career advancement for a Financial Paraplanner below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
