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Paraplanner
Position Title: ParaplannerLocation: Seattle, WA Step into an instrumental role at a rapidly growing Private Wealth Management franchise of AmeripriseFinancial. Assist financial advisors in the marketing and client service with an emphasis on creating anddelivering a unique client experience that defines and differentiates the practice. The Paraplanner role provides client relationship support for financial advisors through meeting preparationand follow-up (including graphs, charts, tables and other visual aids) with clients. This includes creatingmeeting summary letters, executing trades, money movement, and other transactions, preparing preliminaryinvestment recommendations and initial product solutions for advisor review, attend
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