Paraplanner

Experienced Paraplanner

If you value meaningful work, contributing to comprehensive financial strategies, and growing alongside a collaborative team, we’d love to meet you.

As our practice continues to grow, we are thoughtfully expanding our team. We're looking for people who bring curiosity, initiative, strong technical skills, and a genuine desire to help clients make confident financial decisions. We're not looking for just any candidate. We're looking for people who will help shape and thrive in our collaborative culture, contribute to our team, and continue delivering an exceptional experience for our clients.

Who We Are Looking For

Our ten-person wealth management team is seeking a Paraplanner who has experience in the financial services industry, understands the pace and detail required to serve clients well, and is excited to continue building their skills. The ideal candidate is licensed (or able to obtain within 6 months of hire), professional, coachable, and willing to learn our way of serving clients while also bringing meaningful experience and fresh perspective to the team.

The Paraplanner plays a key role in supporting advisors, preparing for client meetings, developing financial plans, researching planning strategies, and helping ensure clients receive thoughtful, timely, and well-organized service. A successful candidate will bring professionalism, sound judgment, strong attention to detail, and a sincere interest in helping clients make confident financial decisions.

This role is well-suited for someone who wants to deepen their planning & client service skill set within a high-performing team environment.

Responsibilities and Job Functions

Financial Planning, Meeting Preparation & Advisor Support

·        Prepare financial plans, including cash‑flow projections, retirement modeling, insurance analysis, tax projections, and investment allocation reviews

·        Analyze client data and help develop thoughtful, client-specific planning recommendations for advisor review

·        Prepare client meeting materials, planning reports, presentation packets, and concise planning summaries

·        Manage the financial planning pipeline by tracking upcoming planning work, coordinating deadlines, requesting and organizing client information, and communicating with clients regarding outstanding, received, or missing documents

Client Service, Research & Practice Support

·        Conduct investment and planning research

·        Support portfolio implementation by executing trades under advisor direction and in accordance with firm procedures

·        Work with the Ameriprise home office and internal team members to support service requests, ongoing maintenance, and timely issue resolution

·        Maintain client files and records in accordance with compliance and retention policies

·        Support the effective use and ongoing optimization of core systems, including Salesforce, Money Guide Pro, Holistiplan, Thomson, and related planning or practice management tools

·        Document all client interactions and follow‑up tasks

·        Contribute to team workflows, process improvements, and our ongoing effort to deliver a consistent, high-quality client experience

·        Perform additional planning projects or operational tasks as needed

Skills and Attitude Necessary to Succeed:

·        Detail Oriented and Analytical

·        Genuine interest in serving and caring for other people

·        Growth-oriented, coachable, curious, and motivated to keep improving professionally

·        Comfortable receiving feedback, asking thoughtful questions, and learning from a team environment

·        Takes ownership of recurring processes and keeps others on track

·        Professional maturity, sound judgment, and the ability to build trust with clients and teammates

·        Strong professional writing and verbal communication skills

·        Ability to follow and improve standard operating procedures

·        Knowledge of computers, scanners, and other office technology

·        Excellent interpersonal communication and problem-solving skills

·        Able to balance deadlines and multiple priorities calmly and effectively

Qualifications Include:

·        Series 7 and Series 66 licenses required (or ability to obtain within 6 months of employment); state life, accident, and health insurance license preferred

·        Proficiency with Microsoft Office (Outlook, Excel, Word, and PowerPoint)

·        3 years of financial services, paraplanning, associate advisor, client service, or related industry experience preferred

·        Demonstrated interest in financial planning, client relationships, and long-term professional growth

·        Preferred: College degree in Finance, Business, Communications or similar field

Nice to Have:

·        Experience with Ameriprise systems

·        Familiarity with Money Guide Pro and Salesforce

·        CFP coursework, CFP designation, or interest in pursuing CFP certification

Compensation & Benefits:

·        Full-time, in-office position at our Camas, WA office location (occasional remote-work flexibility as needed and coordinated in advance)

·        Initial base salary: $70,000 - $115,000 depending on experience, licenses, and qualifications

·        Potential team based Annual Incentive Plan (AIP) Bonus (based on a percentage of base salary)

·        13 Paid Holidays 10 days of PTO/Vacation in first year (increases to 15 days in year 2)

·        401(k) with match after 6 months of employment

·        Health, Dental, and Vision Insurance

·        Reimbursement for licensing and certifications

·        Frequent baked goods and pastries, thanks to the office’s strong sweet tooth

We are an Equal Opportunity Employer. The selected candidate will be required to pass a background check and satisfy applicable licensing, registration, and compliance requirements.

To apply, please submit a resume and cover letter to Amber.Colgrove@ampf.com.

You may learn more about us at MeadowsWealthAdvisors.com.