MavenCross Wealth Advisors® is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our practice vision is... "To be the obvious choice for guiding clients to joyfully steward their resources."

Job Description:

The Paraplanner will assist the financial advisor(s) with all aspects of delivering an exceptional, personalized client service experience. This position requires the highest ethical standards and the continued advancement of professional knowledge and skills. Responsibilities may change over time to meet the needs of the practice.

Responsibilities and Duties:

Execute securities trades and money movements
Collaborate with financial advisor(s) throughout all stages of financial plan design and delivery
Prepare client meeting materials, follow-up letters, applications, forms, and relevant compliance documents
Develop financial planning portfolio recommendations for financial advisor(s) review
Advanced knowledge of all technology platforms (Microsoft Office, Salesforce, etc.)
Advanced knowledge of all financial planning software (MoneyGuide Pro, NaviPlan, Thomson One, etc.)
Track workflows, run reports, and integrate relevant compliance initiatives
Maintain regular client contact to collect data, provide information, answer questions, and resolve issues
Communicate with financial advisors, staff, and corporate office individuals

Required Skills:

Exceptional communication skills with all people (clients, advisors, staff, etc.)
Works well both independently and within a team environment
Strong analytical and problem-solving skills
Highly organized and detail-oriented
Efficient time management and ability to multi-task
Technologically savvy
Coachable and desire to continue learning

Education and Designations:

College degree or higher
2+ years of related experience preferred
Have or be able to obtain the Financial Paraplanner Qualified Professional™ (FPQP™) designation
Have or be able to obtain the necessary securities licenses and registrations, including: Series 7, Series 66, and state life/accident/health insurance licenses

Compensation and Benefits:

Compensation: full-time, on-site position with competitive salary
Benefits: health, dental, vision, disability, PTO, paid holidays, 401(k) plan with match

Please note this is not an advisor track position.

MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC jobs

Paraplanner