Paraplanner at Ameriprise Financial Services, LLC

Bellevue, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

33.5

Posted On

01 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial services, Wealth management, Client service, Operational workflows, CRM systems, Salesforce, MoneyGuide, Account maintenance, Meeting preparation, Regulatory compliance, Communication, Task tracking, Attention to detail, Organizational skills

Industry

Financial Services

Description

Paraplanner Servitium Wealth Management | Full-Time Servitium Wealth Management is seeking a Paraplanner to join a growing, client-focused advisory practice. This role is designed for someone with foundational industry experience who can step in quickly, support advisors, and deliver a high-quality client experience. This is not an entry-level opportunity. The ideal candidate brings prior exposure to wealth management workflows and is looking to grow within a practice—progressing in responsibility, developing technical skills, and potentially moving toward an advisory path over time. ---------------------------------------- About the Practice Servitium Wealth Management is a collaborative and client-centric advisory team focused on delivering thoughtful, relationship-driven financial guidance. The culture is: * Team-oriented and supportive * Client-focused with high service standards * Fast-paced with a need for strong follow-through * Growth-minded, with opportunity for upward mobility ---------------------------------------- Key Responsibilities Client Service & Relationship Support * Serve as a key point of contact for client service needs * Communicate with clients regarding account activity, follow-ups, and requests * Support advisors in delivering a seamless and responsive client experience Account Management & Operations * Process new business, account opening, and ongoing account maintenance * Handle client confirmations and service-related requests * Coordinate with custodians and internal partners to resolve issues Meeting Preparation & Execution * Prepare client meeting materials and documentation * Support pre- and post-meeting workflows, including follow-ups and task tracking Systems & Documentation * Maintain accurate client records within CRM systems * Utilize tools such as Salesforce, MoneyGuide, and eMeeting (preferred) * Ensure compliance with firm and regulatory standards ---------------------------------------- Ideal Candidate Profile Required Qualifications * 1 - 2+ years of experience in financial services, wealth management, or a related role * Strong understanding of client service and operational workflows * High attention to detail and strong organizational skills * Ability to manage multiple priorities in a fast-paced environment Preferred Qualifications * FINRA licenses (Series 7 and/or 66) or willingness to obtain within 12 months * Experience with CRM systems (Salesforce preferred) * Familiarity with financial planning tools (e.g., MoneyGuide) Professional Strengths * Strong communication and client-facing skills * Proactive and able to take initiative without constant direction * Coachable, adaptable, and eager to grow within the industry ---------------------------------------- Compensation & Benefits Base Compensation: * $26.50 – 33.50 (commensurate with experience and licensing) – Hourly, non-exempt Incentive Compensation: * Structured bonus opportunity Benefits Include: * 100% employer-paid health insurance (employee coverage) * Dental, vision, and disability insurance * SIMPLE IRA * Accrual-based PTO * Paid market holidays + additional holiday flexibility * Reduced in-office schedule and flexibility around year-end ---------------------------------------- Work Environment * In-office to start for training and onboarding * Hybrid flexibility (up to 1 day/week) available after training is complete * Collaborative team environment with monthly team lunches ---------------------------------------- Growth Opportunity This role is designed for someone who wants more than just a job. Servitium Wealth Management is seeking a team member who can grow with the practice—taking on increased responsibility over time and potentially progressing into more advanced planning or advisory functions. ---------------------------------------- Equal Opportunity Employer Servitium Wealth Management is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

Responsibilities

The Paraplanner will support advisors by managing client service needs, processing account maintenance, and coordinating with custodians. They are also responsible for preparing meeting materials and maintaining accurate client records within CRM systems.