Paraplanner
Honolulu, Honolulu County, Hawaii, 96814, USA
Listed on 2026-03-14
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Finance & Banking
Financial Analyst, Financial Consultant, Financial Services, Accounting & Finance
Ameriprise Financial has been empowering individuals and institutions to pursue their financial goals with confidence for over 130 years. As a leading financial services company, it provides comprehensive investment advice, asset management, and insurance solutions through a nationwide network of approximately 10,000 financial advisors. With offices across the U.S. and around the globe, Ameriprise combines personalized service with a commitment to regulatory compliance and customer success.
Investment advisory services are offered through Ameriprise Financial Services, LLC, a trusted and registered investment adviser.
This is a full-time hybrid role for a Paraplanner based in Honolulu, HI, with flexibility for some remote work. The Paraplanner will assist financial advisors in creating and implementing comprehensive financial plans, perform in-depth investment analysis, and produce detailed financial reports. Additionally, the role involves preparing client presentations, managing data entry for financial strategies, and responding to client inquiries with professionalism and accuracy.
Qualifications- Strong foundation in Financial Planning and Investments
- Excellent Analytical Skills and proficiency in financial analysis
- Experience in Finance and Report Writing
- Effective communication and organizational skills
- Proficiency with financial planning tools and software
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- Progress toward or completion of CFP® or similar certifications is a plus
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