Licensed Paraplanner / Associate Financial Advisor

Licensed Paraplanner / Associate Financial Advisor

Legacy Stone Family Wealth, an Ameriprise Financial practice | Arlington, TX

Are you an experienced, licensed professional looking to grow your career in financial planning and client service? Legacy Stone Family Wealth , an Ameriprise Private Wealth Advisory practice in Arlington, TX, is seeking a Licensed Paraplanner / Associate Financial Advisor to join our collaborative and client-focused team.

You will work closely with the lead advisors to prepare financial plans, execute trades, and deliver an exceptional client experience. This position is ideal for a licensed professional who thrives in a supportive, high-touch environment and wants to advance toward CFP® certification and future planning responsibilities.

Key Responsibilities

Client Meeting Support : Prepare materials, gather data, and develop recommendations to support client meetings.

Trades & Transactions : Execute trades, process paperwork, and handle service requests with precision.

Client Interaction : Attend meetings with advisors for note-taking, learning, and exposure to practice processes.

Follow-Up Coordination : Draft and send client summary letters; ensure all post-meeting actions are completed on time.

Team Collaboration : Partner with advisors and staff to maintain efficient operations and uphold a professional client experience.

Qualifications

Licensing : Must be fully licensed (Series 7, 66, and Life & Health) . Sponsorship for unlicensed candidates is not available.

• Education :
• Bachelor’s degree preferred (required if pursuing CFP® certification).
• Associate’s degree or equivalent experience accepted if fully licensed.
• Experience :
• 1–3 years of experience in financial services or client support preferred.
• Background in financial planning or investment operations a plus.
• Skills :
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to manage multiple priorities.
• Proactive, organized, and comfortable interacting directly with clients.

Compensation & Benefits

Salary Range : $75,000 – $90,000 base, commensurate with experience.

Schedule & Location

Classification : Exempt, full-time (salaried)

Schedule : Monday–Thursday in-office; Friday optional remote day

Location : Arlington, TX

Equal Opportunity Employer

Legacy Stone Family Wealth is an equal opportunity employer and welcomes applicants from all backgrounds.