workday
Licensed Paraplanner
Ameriprise Financial, Inc.
Campbell, USA
Full-time
Mid
Onsite
Discovered 3 weeks ago
Communication
Role Overview
The Licensed Paraplanner plays a critical role in supporting advisors and delivering exceptional client experience through investment operations, market research, portfolio construction and maintenance, account administration, and client service support.
Key Skills for This Role
Communication
Full Job Posting
Qualifications:
- Series 7 & 66 licensing required
- Wealth management experience
- Desire to become a financial advisor
- Strong communication skills
- Strong trading and investment knowledge
- Organization and attention to detail required
- Familiarity with Tompson & Vestmark trading platforms preferred, but not required
- Base Pay Salary
- The salary will be $105K-$115K/ year
- Full-Time/Part-Time
- Full time
- Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
- We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Preferred Qualifications
- Familiarity with Tompson & Vestmark trading platforms preferred, but not required
About Ameriprise Financial, Inc.
Asset & Wealth Management13600 employeesFounded 1894
Diversified financial services company providing financial planning, advice, and asset management.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Ameriprise Financial, Inc.
Lead Derivative Onboarding
Gurugram, IND
Discovered TodayFull-time
Quality Analyst Practice Source
Gurugram, IND
Discovered TodayFull-time
Trading Analyst - Minneapolis based
Minneapolis, USA
Discovered TodayFull-time
Trading Analyst - London based
London, GBR
Discovered YesterdayFull-time
ServiceNow Administrator
, IND
Discovered YesterdayFull-time
Senior Associate – DDQ Specialist
Noida, IND
Discovered YesterdayFull-time
Senior Linux Administrator
Noida, IND
Discovered YesterdayFull-time
Digital Marketing Analyst
Minneapolis, USA
Discovered YesterdayFull-time