Paraplanner

Ready for the next step in your financial services career?

Join our dynamic and growing financial planning office in a full-time role, where we help clients achieve their financial goals in a collaborative and professional environment.

The Paraplanner plays a critical role in supporting our financial advisors through financial plan development, analysis, and meeting preparation. This is a technical planning role—not a sales role—with significant room for professional development.

Please reply with both cover letter and resume to

• Prepare financial plans, including cash‑flow projections, retirement modeling, insurance analysis, and investment allocation reviews
• Analyze client data and develop plan recommendations for advisor review
• Prepare meeting materials, reports, and planning summaries
• Assist advisors with in‑meeting support, including documentation, data entry, and modeling updates
• Document and assign follow‑up action items for team members
• Follow up with clients and home office as needed to complete planning and service items

• Work with Ameriprise home office to ensure accurate account setup, ongoing maintenance, and timely issue resolution
• Conduct investment and planning research as directed by advisors
• Maintain client files and records in accordance with compliance and retention policies
• Support the use and optimization of core systems (Salesforce, Money Guide Pro, Holistaplan, Thomson, etc.)
• Coordinate and schedule client and prospect meetings
• Document all client interactions and follow‑up tasks
• Perform additional planning projects or operational tasks as needed

• Detail Oriented and Analytical
• Genuine interest in serving and caring for other people
• Self‑motivated, willingness to improve and learn new things, and an overall positive attitude
• Strong professional writing and verbal communication skills
• Ability to follow and improve standard operating procedures
• Knowledge of computers, scanners, and other office technology
• Excellent interpersonal communication and problem‑solving skills
• Strong organizational skills and effective time management
• Ability to prioritize competing assignments, tasks, and responsibilities

• Series 7, Series 66, and State life, accident, and health insurance licenses (or ability to obtain within first 6 months of employment)
• Proficiency with Microsoft Office (Outlook, Excel, Word, and PowerPoint)
• Preferred: 2+ years of similar/industry experience
• Preferred:
  College degree in Finance, Business, Communication or similar field

• Experience with Ameriprise systems
• Familiarity with Money Guide Pro and Salesforce

• Full‑Time Position at our Camas office location
• Base pay ranges from $60,000 - $90,000 depending on experience and qualifications
• Potential team based Annual Incentive Plan (AIP) Bonus
• 13 Paid Holidays + 10 days of PTO/Vacation in first year, increases in year two
• 401(k) with match after 6 months of employment
• Health, Dental, and Vision Insurance
• Frequent baked goods / pastries due to a strong sweet‑tooth culture in office
• Reimbursement for licensing and certifications

We are an Equal Opportunity Employer. Selected candidate will be required to pass a background check.

You may learn more about us at