Business & FinanceOn site
Registered Paraplanner
Ameriprise FinancialBrookfield, WI
$75,000–90,000/yr
Posted Oct 8, 2026
What you’d do
Supports the financial-planning process, preparing client meeting agendas, maintaining account records, handling service requests and paperwork, and assisting with trading and account implementation. Full time; also monitors and resolves operational and compliance issues. Found on the employer's careers page on Oct 18, 2026. Apply through the link.
You’ll need
- Bachelor's in finance, financial planning, business, or related
- 3+ years in financial planning or wealth management
- Active Series 7 and Series 66 registrations
- State Life, Accident and Health insurance licenses
Our summary of the listing. The full listing has the details.