Ameriprise Financial Services, LLC · 18 hours ago
Paraplanner
Portland, OR
Full-time
Onsite
Entry, Mid Level
2+ years expAmeriprise Financial Services, LLC is a financial advisory practice that focuses on helping clients achieve their financial goals. The Paraplanner will assist financial advisors in the financial planning workflow, manage client relationships, and support business operations by preparing financial plans and client deliverables.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables
Assess the client’s risk tolerance
Assess the client’s goals and time frame
Recommend portfolio/robust product solution that will fit the client’s risk tolerance, goals and time frame
Run illustrations and hypotheticals
Develop appropriate product deliverables
Persuade clients to act upon suitable advice/recommendations
Execute appropriate trades to align with proposed portfolio
Monitor economy, markets, and world events to determine any required strategic rebalancing
Manage wholesaler relationships
Conduct transactions on behalf of clients
Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary
Manage and resolve client service problems
Perform other allowable duties as assigned by the financial advisor(s)
Qualification
Required
College degree or higher
2+ years of similar experience
Federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
5001-10000 employees
H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)
Funding
Current Stage
Late StageLeadership Team
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase