Licensed Paraplanner

Ameriprise – Troy/Novi, MI – an Ameriprise Financial advisory practice is seeking a fulltime Paraplanner to join our innovative and dynamic team. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.Job Purpose:Serve as a Paraplanner, providing exceptionally friendly, helpful, high-quality service to our clients. This position will work closely clients and advisors to assist with creating financial plans, assisting with transactions and completing investment research.Responsibilities:Review client accounts and make recommendations as neededCreate and track applications and new businessData gathering and client document reviewCreate investment and retirement recommendationsCreate presentations for client meetingsAttends and participate in client meetings as necessaryExecutes trades with documented direction from AdvisorPrepares case prep and meets with Advisor to discussAssists advisor with pro-actively managing industry and company compliance requirementsResponds to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projectsQualifications:Bachelors degree2+ years of similar work experience in a professional office environment, ideally in the financial services industrySeries, 7, Series 66 and MI Life & Health requiredPleasant, professional and friendly manner with excellent interpersonal skillsStrong team playerHighly organized, accurate, and attention to detailProven analytical and independent problem-solving skillsHighly proficient with in Microsoft office including Excel, Word and OutlookExperience with SalesforceExcellent written and verbal communication skillsAbility to handle multiple responsibilitiesStrong personal and business ethics and integritySalary and Benefits:Compensation: $52,000-$65,000 per year, depending on experienceBenefits: PTO, medical, 401k and paid holidaysHow to Apply:Please submit the following for consideration:Cover letterResumeWe are an Equal Opportunity Employer