Paraplanner / Associate Financial Advisor

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.

Job Description

SecureBridge Wealth Advisors is seeking a motivated and detail oriented Paraplanner / Associate Financial Advisor to support our advisory team in delivering world-class client experience. This role blends financial planning analysis, client service, and advisory support—ideal for someone early in their wealth management career who’s eager to grow into a client facing advisor. You’ll work closely with lead advisors to prepare financial plans, support meeting preparation and follow up, handle client service requests, and help facilitate plan implementation.

Key Responsibilities:

• Financial Planning & Analysis

  • Gather, organize, and maintain detailed client financial data.

  • Prepare comprehensive financial plans and perform analysis, stress‑testing, and data verification.

  • Help interpret plan output and assist in implementing planning recommendations

• Client Service & Support

  • Serve as a first point of contact for incoming client questions and service needs.

  • Create client presentations, reports, and meeting materials.

  • Support onboarding of new clients, including data collection and account setup.

  • Conduct meeting preparation and manage post‑meeting follow‑up tasks.

• Advisory Support

  • Prepare investment or planning recommendations for advisor review.

  • Execute trades and service requests as directed by the lead advisor.

  • Participate in client meetings (with opportunity to gradually take on segments of meetings).

  • Maintain accuracy and quality across all client deliverables and interactions.

• Who You Are

  • Detail‑oriented, organized, and comfortable managing multiple workflows.

  • Strong communicator with the ability to explain financial concepts clearly.

  • Curious, proactive, and eager to grow into a client‑facing advisory role.

  • Tech‑savvy with the ability to learn financial planning and CRM systems.

• Preferred Qualifications

  • Bachelor’s degree in financial planning, finance, economics, business, or related field.

  • CFP® designation/interest in pursuing the CFP® designation (or already enrolled).

  • Experience with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus.

  • Prior experience in financial services is helpful but not required.

• Career Path & Growth

  • This role is designed as the first step in the SecureBridge Advisor Career Path, with clear progression opportunities up to lead advisor.

  • Growth is supported through hands‑on mentorship, structured skill development, and increasing responsibility in financial plan creation, client interaction, and ultimately advisory leadership.

• Performance Indicators

  • Success in this role is measured by:

  • Accuracy and quality of planning work.

  • Responsiveness and professionalism in client service.

  • Technical proficiency with planning systems and data.

  • Demonstrated progress toward advisory skills and designations.

Note: Our search is centered on candidates residing in or educated in the Mid‑Atlantic region, especially Virginia.

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.