Paraplanner / Client Relationship Manager - Keokuk, ...

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning practice. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Premier financial planning practice looking for an on-site FINRA Series 7 licensed Paraplanner (registered associate) to assist financial advisors at a high level. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements. The key areas of responsibility include financial planning, portfolio management, insurance, retirement plans management and client service.Position Functions and Responsibilities:Preparation of ongoing financial planning deliverablesAssisting with the client’s implementation processAnalyzing client’s existing holdings and overall asset allocation to provide recommendations for allocation and/or rebalancing of portfoliosExecution of tradesRunning portfolio illustrations and hypotheticalsDeveloping appropriate product deliverablesProviding relevant and up-to-date economic and market information during portfolio management meetingsCommunicating and servicing high net worth clientsLeveraging on web-based contact management system to monitor client issuesDeveloping and preparing insurance illustrationsAnalyzing insurance illustrations and contractsTracking insurance underwriting progressKeeping up with insurance industry trends and continuing education course(s)/seminar(s) as requiredManaging retirement plan systems (SRAs, SEPs, 401Ks, etc.)Supervising and evaluating paraplanner assistantAct as a technical resource, provide training and support team membersOther duties assigned by advisorMinimum Qualifications:Must have Series 7, andMust have Series 65 or 66 (or able to obtain within two months)Life & Health insurance license (or able to obtain within two months)Minimum of 3 - 5 years of direct experience in financial services industryStrong communication and analytical skillsOrganizational and multi-tasking abilityTech-driven / savvyGood attitude with othersMotivation for self-improvementCompensation: Compensation commensurate with relevant experience.Benefits: Paid vacation, sick days, and holidays per practice policy. Employer sponsored health insurance, paid dental, life & disability insurance. 401(k) after qualified year of employment.Relocation Package: Available for qualified candidates to move near work location.At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.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-TimeFull time

Created: 2025-10-14