Position: Experienced Paraplanner (Fully Remote Option Available)

Allegiance Wealth Management
A private wealth advisory practice of Ameriprise Financial Services

Location: Fully Remote (U.S.-based candidates; Midwest/Pacific preferred, other time zones considered)

We are seeking an experienced Paraplanner to join the team in a highly flexible, "utility player" role supporting advisors across planning, trading, client service, and meeting preparation functions.

This role is ideal for someone who is already industry-experienced and can step in with a short learning curve, contribute quickly, and operate across multiple functions in a fast-paced advisory environment.

Position Overview

The Paraplanner will serve as a key support resource to advisors by managing meeting preparation, client follow-up, trading support, and ongoing service needs. This individual will also participate in client meetings as needed, ensuring accurate documentation, seamless follow-up, and a high-quality client experience.

This role is designed for a versatile professional who can operate independently while also collaborating closely with advisors and the broader service team.

Key Responsibilities

• Prepare materials and documentation for client meetings
• Attend client meetings as a secondary support resource for note-taking and follow-up
• Complete detailed meeting follow-up tasks, including action items and CRM updates
• Execute trades and support account servicing requests
• Provide client-facing support, including responding to service requests and coordinating with advisors as needed
• Assist in onboarding and ongoing account maintenance activities
• Maintain accurate and timely updates within CRM and financial planning systems
• Support advisors in delivering a high level of client service and responsiveness
• Help manage workflow across multiple households and advisors in a growing practice

Qualifications & Experience

• 3-5 years of experience in the financial services industry preferred
• Prior experience in a paraplanner, client service, or operations support role strongly preferred
• Strong preference for candidates with prior wealth management or advisory firm experience, specifically Ameriprise Financial
• Active licensing or ability to obtain required licenses:
• SIE
• Series 7
• Series 66
• Strong understanding of financial services workflows, client servicing, and advisor support
• Ability to manage multiple priorities with accuracy and follow-through
• Strong communication and client service skills
• Comfortable working in a fast-paced, evolving environment
• Experience is prioritized over formal degree requirements

Preferred Experience

• Financial planning tools (e.g., MoneyGuide or similar platforms)
• Morningstar
• PMT / AMT systems
• CRM platforms (Salesforce or similar)
• Trading and account servicing systems
• Prior Ameriprise experience strongly preferred but not required

Growth & Development

This role offers flexibility in career direction based on interest and performance, including:

• Potential pathway into Associate Financial Advisor (AFA) track
• Expanded financial planning and client-facing responsibilities over time
• Opportunity to remain in a long-term paraplanner/utility support role

Compensation & Benefits

• Competitive salary commensurate with experience - $78,000 - $95,000
• Exempt
• Bonus opportunities based on performance
• Health, dental, and vision insurance
• Life insurance benefit
• 401(k) with 4% employer match
• 6-month eligibility period; enrollment begins the following month
• Paid time off (PTO), accrued and increasing with tenure
• 11 paid holidays annually

Schedule & Work Environment

• Fully remote position
• Collaborative and team-oriented culture with strong communication expectations
• Occasional flexibility required based on client and advisor needs
• Strong preference for candidates comfortable working independently in a remote environment
• Open to most U.S. time zones; Midwest/Pacific preferred

This is an opportunity to join a growing wealth management practice that values responsiveness, teamwork, and client-first service. You will play a critical role in supporting advisors, improving operational efficiency, and ensuring clients receive a seamless and high-quality experience.

The team culture is collegial, collaborative, and growth-oriented, with a strong emphasis on both professional development and maintaining a supportive work environment.