Paraplanner

Job Description

Job Description

Paraplanner

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals.

Job Purpose

The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This role offers a clear career path, with the opportunity to advance into an Associate Financial Advisor role within one to three years, based on performance, licensing, and experience.

Responsibilities

• Prepare for and follow up after client meetings.
• Update client financial plan analyses and develop recommendations using MoneyGuide.
• Conduct investment research and prepare supporting materials.
• Attend client meetings, providing support and detailed note-taking.
• Execute trades with documented direction from an advisor.

Qualifications

Work Environment

This role is primarily in-office to ensure a strong foundation in training, team collaboration, and client support. Following the completion of licensing requirements, initial training, and a 90-day introductory period, there may be the possibility of transitioning into a hybrid work arrangement.

Salary and Benefits

How to Apply

If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team’s success.

Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team.

Equal Opportunity Employer

Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.