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Paraplanner

Company: River Prairie Wealth Partners
Location: Altoona
Posted on: January 13, 2022

Job Description:

JOB DESCRIPTION - LICENSED PARAPLANNERRiver Prairie Wealth PartnersAmeriprise Financial Services, LLC. - Altoona, WIDecember 2021The Altoona office of River Prairie Wealth Partners is currently seeking a fully-licensed, highly motivated and organized individual to serve as a paraplanner in our fast-paced, supportive and family-oriented Private Wealth Advisory practice.This paraplanner position will assist our financial advisors by working behind the scenes to help ensure the smooth operation and execution of day-to-day activities as well as provide exceptional client service. This position will be responsible for completing financial transactions by following established processes and compliance regulations. Additional responsibilities include preparing for client meetings, assisting in the preparation of investment reviews and materials for client meetings, manage follow up items after client meetings, and answer client questions by using technology platforms.The optimal candidate is fully-licensed and has experience working within the financial services industry. However, candidates who are prepared to pass the Series 7, Series 66, and Life, Health & Annuities within a short period of time (90 days) are encouraged to apply.The ideal candidate will excel with client-facing responsibilities, be able to demonstrate service experience, possess extraordinary organizational skills, and be capable of thriving in a multi-task workplace. Strong written/verbal communication skills and a team-oriented mindset are required. Attention to detail and critical thinking are essential traits.Basic mastery of Office applications such as Word, Power Point, Excel, Outlook, and internet applications is required. Experience with investment trading platforms (Vestmark, Thomsen One) and personal financial planning software (NaviPlan, Money Guide Pro, or similar) is a plus.Core responsibilities

  • Prepare for client meetings
  • Process paperwork
  • Conduct money movement requests and process trades
  • Audit peer trades and money movement requests
  • Monitor account distributions
  • Execute mandatory compliance deliverables
  • Conduct ongoing client service
  • Implement special projects as neededRequired Qualifications
    • Associate's or Bachelors degree
    • 2+ years of similar work experience in the financial services industry
    • FINRA Series 7, 66 and life and health licensure preferred - ability to study and pass is required
    • Clean industry compliance record
    • Must be able to pass a criminal background check
    • Pleasant, professional, and friendly with excellent interpersonal skills
    • Outstanding client service skills
    • Highly organized, accurate, and attention to detail
    • Proven analytical and independent problem-solving skills
    • Highly proficient in Microsoft office including Excel, Word and Outlook
    • Excellent written and verbal communication skills
    • Ability to prioritize and manage multiple responsibilities
    • Strong personal and business ethics and integrity
    • Desire to grow and learn within the practiceCritical Strengths and Traits
      • Excellent written and verbal communication skills
      • Extraordinary attention to detail and organizational skills
      • Interacts well with an existing team
      • Works independently and is proactive
      • Strong ability to own a process from start to finish
      • Outstanding multi-tasker
      • Efficient, highly focused, and productive
      • Is positive, optimistic, and caring
      • Possesses highest level of honesty and integrity
      • Understands and practices highest level of confidentialityCompensation and Benefits
        • Competitive pay
        • Quarterly bonus eligibility
        • Retirement plan and company match
        • Paid time offAmeriprise Financial, LLC. is one of the nations leading financial planning and asset management broker dealers and is based in Minneapolis, MN. River Prairie Wealth Partners currently exists as one of the top ten largest independent Ameriprise franchise practices in the nation.Through Ameriprise Financial Services, LLC., its affiliated broker dealer with a nationwide network of more than 12,000 financial advisors, River Prairie Wealth Partners delivers financial solutions to clients through a comprehensive and personalized financial planning approach built on a long- term relationship with a knowledgeable advisor. The company specializes in meeting the retirement-related financial needs of the mass affluent.by Jobble

Keywords: River Prairie Wealth Partners, Rochester , Paraplanner, Other , Altoona, Minnesota

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