Job Details

And time allocation will change over time to meet the needs of the practice and can include other duties assigned by the advisors. Key Traits of a Successful Paraplanner: Friendly, polite and clear phone manner. Exceptional attention to detail and organization. Strong organizational and computer skills Effective communication with clients and other advisors/staff. Effective and efficient time management. Ability to multi-task. Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial. Ability to support and provide guidance for compliance within the advisors practice. Positive attitude and sincere willingness to learn and grow Education and Other Designations:College degree or higher 2 years of similar experience. Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses. Pay: Excellent pay correla...Planner, Business Services, Advisor