What are the responsibilities and job description for the Paraplanner position at Jambalaya Group?
Steve Teranishi – Financial Advisor with Ameriprise Financial Services
Location: Merced, CA
Full-Time or Part-Time | In-Office
About Us
Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care.
This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.
Key Responsibilities
Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.
Equal Opportunity Employer
Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.
Location: Merced, CA
Full-Time or Part-Time | In-Office
About Us
Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care.
This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.
Key Responsibilities
- Prepare for client meetings, including compiling reports and follow-up materials
- Draft and send client communications, including follow-up emails and documentation
- Answer and route phone calls, providing prompt responses to client inquiries
- Process trades and transactions (solicited trades require advisor approval if unlicensed)
- Assist with account openings, money movement, and form preparation
- Maintain accurate client records in CRM and manage eMeeting scheduling
- Support advisors in ongoing client relationship management
- Collaborate with team members to ensure operational efficiency
- Prior financial services experience preferred; Ameriprise practice experience a plus
- Strong organizational skills and high attention to detail
- Excellent verbal and written communication abilities
- Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred
- Ability to manage multiple priorities in a fast-paced environment
- Commitment to client confidentiality and professional ethics
- Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses
- $28–$33 per hour, based on experience
- Non-exempt
- Licensing and professional development support
- Paid time off and benefits package (medical & retirement plans)
- Opportunity for career growth within an expanding practice
- Flexible full-time or part-time opportunity
- In-office role based in Merced, CA
- Collaborative, team-oriented environment
- Direct interaction with clients and advisors
Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.
Equal Opportunity Employer
Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.
Salary : $28 - $33