Paraplanner at Ameriprise Financial Services, LLC

Little Rock, Arkansas, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Sep, 26

Salary

85000.0

Posted On

15 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Research, Client Relationship Management, Salesforce, Microsoft Office Suite, Trade Execution, Account Management, CRM Documentation, Communication Skills, Attention To Detail, Organization, Multi-tasking

Industry

Financial Services

Description

PARAPLANNER Small Wealth Management — Little Rock, AR Full-time | On-site Salary: $65,000–$85,000 per year Schedule: Monday–Friday, 8am–5pm Work Location: Onsite Benefits: 401(k) with contribution, health/dental/vision, PTO, bonus opportunity, and 10 paid holidays. About the Role Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service. What You’ll Do Client Service & Relationship Management - Build and maintain professional relationships with clients. - Handle account inquiries and escalate as needed. - Serve as a primary point of contact for advisor and client communications. Paraplanning & Advisor Support - Prepare financial plans and conduct investment research. - Complete trades and transactions accurately. - Prepare agendas, reports, forms, and documentation for client meetings. - Maintain Salesforce notes and client follow-up tasks. Operations & Workflow Management - Prepare and submit new business paperwork. - Coordinate transfers, rollovers, wires, and deposits. - Maintain documentation within CRM and workflow systems. Administrative Support - Process expense reports and prepare client correspondence. - Scan, organize, and maintain digital files. - Support advisors with office tasks and projects. Qualifications - Bachelor’s degree - Series 7 and 66 (or 63/65) - Excellent communication and client service skills - Strong attention to detail and organization - Proficiency with Microsoft Office Suite - Ability to multi-task in a fast-paced environment - High integrity and confidentiality - Minimum of 3 years experience in the financial planning or wealth advisory industry Who Succeeds in This Role - Dependable, proactive, and service-minded - Detail-oriented with strong accuracy - Excellent communicator and team collaborator - Organized and able to handle multiple tasks - Motivated by helping clients achieve clarity and confidence About Small Wealth Management Since 1999, Small Wealth Management has been driven by a commitment to empower clients to understand, achieve, and maintain financial independence with confidence and clarity. Our legacy is helping build yours. How to Apply Submit a resume and cover letter Small Wealth Management is an equal opportunity employer.

Responsibilities

The Paraplanner provides in-depth planning support, conducts investment research, and manages client communications. They are also responsible for operational tasks including processing new business paperwork and maintaining CRM records.