Paraplanner

Paraplanner Merced, CA Job Details Full-time $28 - $33 an hour 5 hours ago Benefits Health insurance Paid time off Retirement plan Qualifications Financial planning Record keeping Microsoft Excel Microsoft Outlook Trading Financial transaction processing Phone communication Series 66 Mid-level Client relationship development Improving operational efficiency Series 7 Salesforce Cloud Organizational skills Financial services CRM system proficiency Appointment scheduling Life & Health Insurance License Communication skills Account opening Client interaction via phone calls Full Job Description Paraplanner Steve Teranishi - Financial Advisor with

Ameriprise Financial Services Location:

Merced, CA Full-Time | In-Office About Us Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a licensed Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care. This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice. Key Responsibilities Prepare for client meetings, including compiling reports and follow-up materials. Draft and send client communications, including follow-up emails and documentation. Answer and route phone calls, provide prompt responses to client inquiries. Process trades and transactions (solicited trades require advisor approval if unlicensed). Assist with account openings, money movement, and form preparation. Maintain accurate client records in CRM and manage eMeeting scheduling. Support advisors in ongoing client relationship management. Collaborate with team members to ensure operational efficiency. Qualifications Prior financial services experience preferred; Ameriprise practice experience a plus. Strong organizational skills and high attention to detail. Excellent verbal and written communication abilities. Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred. Ability to manage multiple priorities in a fast-paced environment. Commitment to client confidentiality and professional ethics. Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses. Compensation & Benefits $28 - $33 per hour, based on experience. Non-exempt Licensing and professional development support. Paid time off and benefits package (medical & retirement plans). Opportunity for career growth within an expanding practice. Work Environment Full-time, in-office role (no remote work). Collaborative, team-oriented environment. Direct interaction with clients and advisors. How to Apply Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals Equal Opportunity Employer Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.