Paraplanner

Paraplanner Riverside, CA Job Details Full-time $70,000 a year 1 day ago Benefits Profit sharing Health insurance Qualifications Financial planning software Wealth management Client onboarding Phone communication Workflow management (operations management method) No experience needed Series 66 Mid-level Improving operational efficiency 3 years Administrative experience Series 7 Client services Financial services CRM system proficiency Life & Health Insurance License Communication skills Marketing Time management Client interaction via phone calls Full Job Description Licensed Paraplanner Interwoven Family Wealth - Private Wealth Advisory Practice of Ameriprise Financial Full-Time | Remote Position Interwoven Family Wealth, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a Licensed Paraplanner to join a growing, client-focused team. This role supports financial planning operations, client service delivery, and advisor workflow management while providing meaningful long-term career development opportunities within the practice. This position will play a key role in supporting financial planning implementation, client communication, and operational efficiency while contributing to an exceptional client experience. Position Overview The Licensed Paraplanner will support financial planning and client service functions by preparing meeting materials, managing workflow items, supporting trade and operations processes, and assisting with client communications. We are seeking a detail-oriented, collaborative professional with experience in wealth management operations and a strong interest in supporting comprehensive financial planning. Key Responsibilities Financial Planning & Client Support Prepare and organize client meeting materials Enter and maintain client data within financial planning and CRM systems Support financial plan updates and scenario modeling as client information changes Assist with client onboarding and planning workflow coordination Support preparation of planning presentations and client recommendation materials Operations & Administrative Support Support trade processing and operational workflow management Assist with work items currently assigned to team members as needed Track and support financial planning operational processes Coordinate client communications via phone and digital channels Client Experience & Practice Support Provide high-quality service support to clients and advisors Maintain accurate CRM and client records Assist with special projects and practice initiatives Support advisor marketing, scheduling, and meeting preparation needs Qualifications Active securities licenses preferred (Series 7, Series 66, Life & Health) 3-5 years of experience in financial services, wealth management, or client service roles preferred Strong organizational and time management skills Excellent written and verbal communication skills High attention to detail and ability to maintain confidentiality Collaborative team-oriented mindset Preferred Experience (Not Required) Experience with Ameriprise systems strongly preferred Experience in paraplanning, financial planning, or advisory operations Interest in long-term career growth toward Associate Financial Advisor roles (3-5 year pathway) Experience supporting high-touch client service environments Compensation & Benefits Starting compensation: $70,000 Non-exempt Bonus and profit-sharing opportunities available Health Insurance - Kaiser Gold Plan HMO (80% employee / 50% family coverage) 401(k) with 3% employer contribution after one year Remote work opportunity with schedule aligned to local operating hours Career Growth This role provides exposure to financial planning operations, client relationship management, and practice workflows. Successful candidates may pursue future growth toward advisory, paraplanning leadership, or financial advisor support roles depending on performance and career interests. Core Attributes We Value Collaboration and teamwork Commitment to client service excellence Strong ethical and professional standards Relationship-focused mindset Desire to contribute to long-term practice growth How to Apply Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals. Equal Opportunity Employer Interwoven Family Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.