Licensed Paraplanner
- Location
- Campbell, California
- Work mode
- On-site
- Employment type
- Full-time
About the job
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
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.
Investment & Portfolio Management:
- Extensive trading, including writing covered calls
- Generate investment recommendations
- Monitor and rebalance portfolios
- Attach accounts to models
- Monitor cash balances and systematic distributions
- Manage maturing products
- Market research & wholesaler meetings
Client Service & Account Administration:
- Assist clients with investment-related requests/inquiries
- Process money movements
- Process withdrawals
- Process RMDs/ Inherited IRA RMDs
- Assist with post-meeting client tasks
Compliance & Operations:
- Maintain trading policy compliance
- Maintain personal compliance requirements including ADV brochures and licenses
Financial Planning:
- Manage data updates and accuracy for foundational planning
- Assist with occasional financial planning data entry and deliverable
Insurance & Advisory Support:
- Create life, disability and long-term care proposals
- Monitor insurance premiums
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.
From Ameriprise Financial's careers page (Workday), checked 29 Oct 2026.
How to apply
- Select Apply on ameriprise.wd5.myworkdayjobs.com. It opens Ameriprise Financial's own application form in a new tab, run on Workday.
- Fill in the form and upload your résumé there. Jobiwork never sees your application.
- Ameriprise Financial will reply to you directly. No real employer asks you for money to apply.
Posted 21 Oct 2026 · checked 29 Oct 2026 · Report this job