Licensed Paraplanner
- Pay
- $105,000 – $115,000 per year
- Location
- Campbell, CA · On-site
- Job type
- Full-time
- Level
- Mid-level
- Listed
- 19 days ago
Skills & highlights for this role
- Series 7 license
- Series 66 license
- Wealth management experience
- Strong trading and investment knowledge
- Strong communication skills
- Organization and attention to detail
Also useful
- Tompson & Vestmark trading platform familiarity
- Financial planning data entry
- Insurance proposal creation (life, disability, long-term care)
About the role
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
About Ameriprise
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.
Equal opportunity and legal notices
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's careers page, first listed on Rolev.ai on October 22, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Licensed Paraplanner role at Ameriprise, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
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Common questions
What is the salary for the Licensed Paraplanner role at Ameriprise?
The Licensed Paraplanner posting at Ameriprise states compensation of $105,000 – $115,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Ameriprise's official career site.
Where is the Licensed Paraplanner job at Ameriprise located?
This Licensed Paraplanner position at Ameriprise is located in Campbell, CA (On-site). Always check Ameriprise's application page for specific state eligibility or relocation policies.
What qualifications are required for Licensed Paraplanner at Ameriprise?
For the Licensed Paraplanner role, Ameriprise highlights experience with Series 7 license, Series 66 license, Wealth management experience, Strong trading and investment knowledge, Strong communication skills, Organization and attention to detail. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Licensed Paraplanner position at Ameriprise?
This listing links directly to Ameriprise's Workday application page. You can apply directly on Ameriprise's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.