NaviPoint Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is actively seeking a dedicated and detail-oriented Paraplanner to join our team. As we continue to enhance our client experience and provide top-tier financial planning services, we are looking for a motivated individual to join our growing team.Why Join Us?You’ll play a crucial role in supporting our Advisors with client service and planning needs. This position offers the opportunity to work in a collaborative environment where your expertise will directly contribute to our clients' financial success.What You’ll Do:
Assist with meeting preparation, ensuring advisors are well-equipped with necessary materials and insights.
Provide financial planning support, including data gathering, analysis, and plan development.
Manage client follow-ups, ensuring action items are completed efficiently.
Execute trades, transactions, and paperwork with precision and compliance in mind.
Collaborate with the team to optimize workflows and enhance client service.
Qualifications
A licensed financial professional (preferred), but we are open to candidates willing to obtain certification.
Experience in financial services, wealth management, or financial planning is a plus.
Strong organizational skills with the ability to manage multiple priorities.
APMA® credential is highly desirable, as this expertise would add significant value to our team.
Compensation and Benefits:
$26 per hour, commensurate with experience
401(k) with employer contributions
Health insurance (a strong recruiting advantage)
Vision & dental insurance
PTO & paid holidays
Future Growth Opportunities:While our immediate need is for a Paraplanner, there is potential for an Advisor role in the future as we continue to expand.If you are eager to grow your career in financial planning and thrive in a dynamic, client-focused environment, we’d love to hear from you!Apply today and become a key part of the NaviPoint team. Please do not reach out to the office directly.
