Ameriprise Financial - California
Location
Pleasanton, CA | United States
Job description
BFL Wealth Partners, a Private Wealth Advisory Practice of Ameriprise Financial is a highly reputable Private Wealth Advisor Practice dedicated to providing top-notch financial services to our esteemed clients. We are committed to delivering exceptional client experiences, personalized strategies, and expert guidance to help our clients achieve their financial goals. We are seeking a dedicated and detail-oriented individual to join our team as a Paraplanner. If you have a passion for financial planning, exceptional attention to detail, and hold the necessary licenses, we want to hear from you!
Responsibilities:
- Manage financial models and data to support comprehensive financial planning
- Gather and input financial planning data to ensure accuracy and completeness
- Prepare for client meetings, including updates on suitability and asset allocation
- Execute trades and transactions in alignment with established strategies
- Sit in on client meetings, actively listening and taking detailed notes for further analysis
- Update financial planning deliverables
Requirements:
- Series 7, Series 66, and Life & Health licenses are mandatory
- Previous experience as a Paraplanner or in a similar role is preferred
- Strong interpersonal skills for effective collaboration with clients and team members
Compensation and Benefits:
- Competitive salary starting at $90,000 per year
- Bonus opportunities based on performance and achievements
- Comprehensive benefits include:* Health, dental and vision insurance
- PTO and paid holidays
- 401k with a match
- Opportunity for career growth into an advisory role with commission-based compensation
If you're ready to contribute to shaping clients' financial success and aspire to grow into an advisory role, apply now! Submit your resume, along with a cover letter highlighting your relevant experience. Join us in creating financial legacies and building a brighter future!
*Note: We are an equal opportunity employer and welcome applications from candidates of all backgrounds.*
Job tags
Salary
