Role Overview
Join a premier financial planning practice operating within an independent advisor franchisee aligned with Ameriprise Financial. This on‑site Paraplanner position supports financial advisors at a high level while upholding stringent business ethics and regulatory standards. The role focuses on financial planning, portfolio management, insurance, retirement plan administration, and top‑tier client service. Location: Keokuk, IA 52632.
Key Responsibilities
- Prepare ongoing financial planning deliverables for clients
- Assist with the client implementation process
- Analyze clients’ existing holdings and overall asset allocation; provide recommendations for allocation changes and rebalancing
- Execute trades as needed
- Run portfolio illustrations and hypotheticals
- Develop appropriate product deliverables
- Provide current economic and market information during portfolio management meetings
- Communicate with and service high net worth clients
- Utilize a web‑based CRM to monitor client issues
- Develop and prepare insurance illustrations
- Analyze insurance illustrations and contracts
- Track insurance underwriting progress
- Keep up with insurance industry trends and complete required continuing education
- Manage retirement plan systems such as SRAs, SEPs, and 401(k) plans
- Supervise and evaluate paraplanner assistants
- Serve as a technical resource, providing training and support to team members
- Perform other duties as assigned by the advisor
Minimum Qualifications
- FINRA Series 7 license, plus Series 65 or 66
- Life and Health insurance license
- 3 to 5 years of direct experience in the financial services industry
- Strong communication and analytical skills
- Excellent organizational and multi‑tasking abilities
- Tech‑savvy and proficient with modern tools
- Positive attitude and motivation for self‑improvement
Compensation and Benefits
Compensation is commensurate with relevant experience.
- Pay range: $55,000.00 to $70,000.00 per year
- Benefits include 401(k) with employer matching after qualification year; employer‑sponsored health insurance, paid dental, life and disability insurance; and paid vacation, sick time, and holidays per practice policy
Work Details
- Location: Keokuk, IA 52632
- Work Location: In person
