Summary of responsibilities This position provides technical support to the advisor, including gathering client data and organizing and maintaining financial documents and data. Principal responsibilities · Review statements provided by clients · Review client statements from National Financial Services (NFS) and Commonwealth Preferred Portfolio Services® (PPS) · Input updated values into appropri...
About Ameriprise Focused on people, not just our bottom line. Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your community....
Financial Advisor Assistant/Paraplanner Entry-level professional. Prefer new college graduate who will be gradually trained on various tasks in a Financial Advisory practice. Person in this position will be responsible for financial analysis work, back-office work, client interaction, and creating and maintaining efficient work-flow processes. This is a great opportunity to learn about the financi...
CLIENT SERVICES MANAGER/PARAPLANNER Ameriprise Financial in Cedar Falls has a full-time opening for a Client Services Manager/Paraplanner with excellent social media skills. Position Description: This role provides client relationship support through managing, gathering, and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to re...
Successful Financial Planning firm is looking for a career driven individual to join our team in our Northfield MN office. Responsibilities Job duties include greeting and interacting with clients, document preparation, case preparation and consulting, organizing client files, and assisting advisor with trades. Required Qualifications • Qualified Candidates need to be able to multi-task in a fast...
Honeycutt, Smith and Associates is a Financial Planning firm located in the UTC area of La Jolla. We are looking for a administrative assistant/paraplanner. The position consists of investment research (maintaining and updating model portfolios, portfolio reallocations, preparing client reports), database management, meeting preparation, designing prospect campaigns, preparing letters and mailings...
Company Confidential Bloomington, IL, 61701
Welcome and thank you for checking in on the opportunity to join our team as a paraplanner. The paraplanner position is responsible for working with the investment adviser in a support role as we address key areas of financial planning for our clients: retirement and estate planning, education planning, income tax planning, investment analysis and cash flow analysis. Bachelor's degree is required...
Fast growing company is looking for financial planning professionals to help clients prepare for retirement. Applicant must have a general knowledge of tax, investments, estate planning and general overall financial understanding. The right candidate will be able to choose their career path, either working directly with clients, or in "back office" planning roles. CFP's or Paraplanners preferred....
About Ameriprise Focused on Focused on people, not just our bottom line. Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your...
Focused on people, not just our bottom line. Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you're tale...
• Full-time position • NOT a sales position • Support two teams & staff • Deliver superior client service-troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client as needed • Oversee and implement Client Onboarding Process: Opening accounts, managing the Account Transfer process from start to finish, and orientation of new clients • Maintain a welcoming an...
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on cli...
Paraplanner About our Firm: Prestige Wealth Management Group, one of the top independent wealth management firms in the country, provides customized planning solutions and a first-class experience to high net worth individuals, families and business executives. PWMG is a frequent recipient of industry accolades including recent appearances in Barron’s "The Top 1000 Advisors", Registered Rep's "Top...
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Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Reviews clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Builds and maintains client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.