Paraplanner at MBV-CA LLC

Troy, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

70000.0

Posted On

02 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial planning, Client service, Account management, Compliance, Microsoft Office, Excel, Word, Outlook, CRM, Salesforce, Analytical skills, Problem-solving, Interpersonal skills, Communication, Detail-oriented, Time management

Industry

Description

Paraplanner Ferhadson and Associates | Troy, MI | Full-Time Ferhadson and Associates, an Ameriprise Financial advisory practice, in Troy, MI is seeking a Paraplanner to join a collaborative and growing team. This role is ideal for a financial services professional who enjoys both the analytical and client-facing sides of the business and is looking to deepen their experience in financial planning. This is not an entry-level role. The ideal candidate brings prior industry experience, holds required licenses, and is looking to grow within a practice—expanding their planning expertise and taking on increased responsibility over time. ---------------------------------------- About the Practice We are a dynamic and client-focused advisory team dedicated to helping individuals, families, and small organizations achieve their financial goals through comprehensive planning and investment guidance. Our environment is: * Relationship-driven and client-focused * Collaborative and team-oriented * Detail-oriented with high service expectations * Growth-minded, with opportunities for increased responsibility ---------------------------------------- Key Responsibilities Client Service & Relationship Support * Serve as contact for client requests and follow-ups * Participate in client meetings and support ongoing relationship management * Prepare and deliver post-meeting follow-up communications Account Management & Operations * Process and document new business and account maintenance * Execute advisor meeting notes and trades with advisor direction and proper documentation * Conduct rollover calls with clients and institutions * Gather and review client data and documentation for accuracy and completeness Meeting Preparation & Execution * Prepare presentations and materials for client meetings * Support pre- and post-meeting workflows, including tracking action items Compliance & Project Support * Assist advisors in maintaining firm and regulatory compliance standards * Support ongoing projects and ad hoc business initiatives ---------------------------------------- Ideal Candidate Profile Required Qualifications * Bachelor’s degree * 2+ years of experience in financial services or a professional office environment * Active FINRA licenses (Series 7 & 66) and Michigan Life & Health insurance license * Strong organizational skills with high attention to detail * Ability to manage multiple priorities in a fast-paced environment Technical Skills * Proficiency in Microsoft Office (Excel, Word, Outlook) * Experience with CRM systems (Salesforce preferred) Professional Strengths * Strong interpersonal and client communication skills * Analytical mindset with problem-solving ability * Team-oriented with a proactive approach to work * High level of professionalism, integrity, and accountability ---------------------------------------- Compensation & Benefits Compensation: * $60,000 – $70,000 annually (based on experience) Benefits Include: * Paid Time Off (PTO) * Medical benefits * 401(k) retirement plan * Paid holidays ---------------------------------------- Work Environment * In-office role based in Troy, MI * Collaborative team setting with direct advisor interaction ---------------------------------------- Growth Opportunity This role is designed for someone seeking long-term growth within a financial advisory practice. As you develop in the role, there will be opportunities to expand your involvement in financial planning and take on increased responsibility within the team. ---------------------------------------- Equal Opportunity Employer Ferhadson and Associates is an Equal Opportunity Employer and welcome applicants from all backgrounds.

Responsibilities

The Paraplanner will support advisors by managing client relationships, preparing meeting materials, and executing account maintenance tasks. They will also assist with compliance standards and participate in ongoing business projects.