Paraplanner

Overview

Riverstone Wealth Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals.

• Client Support: Act as a point of contact for clients—respond to inquiries via phone or email and support a seamless client experience. Monitor and respond to key action items from the home office.
• Financial Planning Support: Assist advisors with entering data for client plans and preparing financial plans using Money Guide and Naviplan.
• Meeting Preparation/Follow Up: Prepare presentation materials and reports for client meetings using PowerPoint and other tools; implement post-meeting follow ups. Attend client meetings, provide support and detailed note taking. Execute trades with documented direction from an advisor.
• Team
  
  Collaboration:
  
  Support advisors and other team members to ensure smooth operations and exceptional client service. Review and maintain client reports and documentation.

• Salary: $50,000 - $75,000, based on experience. Potential bonus up to $20,000/year based on performance.
• Incentives:
  
  Opportunities for bonuses and performance-based incentives.
• Paid Holidays: 15 market holidays per year.
• Paid Time Off:
  Starts at 12 days – 1st year prorated and up to 22 days after 5 years, with rollover up to 5 days per year. 8 hours of volunteer time off per year.
• Work Schedule:
  
  Monday – Friday, 8:00 AM – 5:00 PM EST
• Work Environment:
  In-office position initially, with potential for a hybrid schedule in the future.
• Benefits: $500/mo stipend for benefits;
  Health, Dental, Vision insurance; 401(k) with profit sharing;
  Group Life and Disability insurance;
  Section 125 plan with various reimbursements.

• Bachelor’s Degree or two years’ related experience and/or training; or equivalent combination of education and experience.
• Pending graduates for Spring semester 2026 are welcome to apply.
• Required licenses:
  Series 7, 66 (or 65 & 63) and state Life, Accident & Health; or ability to obtain within six months. Open to candidates pursuing licensure.
• Language:
  Able to read, analyze, and interpret business materials; able to write reports and communicate clearly; excellent written and verbal communication skills.
• Computer
  
  Skills:
  
  Proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
• Experience with Money Guide or Naviplan strongly preferred;
  Salesforce experience strongly preferred.
• Technical:
  Able to process Money Movement requests; prepare and understand financial plans; navigate Ameriprise Financial website with clients.
• Other:
  High integrity, strong interpersonal skills, ability to manage multiple responsibilities, and professional client communication.

• Education and duties reflect the requirements of a Paraplanner and related responsibilities.
• This position is with an Ameriprise Financial Franchise owner.
• Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
• Full-Time/Part-Time:
  Full time