Paraplanner

Ameriprise Financial

Merced, California

JOB DETAILS
SKILLS
Communication Skills, Compensation and Benefits, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Detail Oriented, Diversity, Documentation, Financial Operations, Financial Planning, Financial Services, Licensing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Operational Support, Operations Management, Organizational Skills, Presentation/Verbal Skills, Record Keeping, Salesforce.com, Schedule Development, Series 7, Team Player, Telephone Skills, Transaction Processing/Management, Writing Skills
LOCATION
Merced, California
POSTED
30+ days ago

Paraplanner

Steve Teranishi – Financial Advisor with Ameriprise Financial Services
Location: Merced, CA

Full-Time or Part-Time | In-Office

About Us

Teranishi Practice, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Paraplanner to join our growing, client-focused team. We are committed to delivering personalized, comprehensive financial planning with professionalism, precision, and care.

This position plays a central role in supporting financial planning operations, advisor workflows, and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.

Key Responsibilities

  • Prepare for client meetings, including compiling reports and follow-up materials
  • Draft and send client communications, including follow-up emails and documentation
  • Answer and route phone calls, providing prompt responses to client inquiries
  • Process trades and transactions (solicited trades require advisor approval if unlicensed)
  • Assist with account openings, money movement, and form preparation
  • Maintain accurate client records in CRM and manage eMeeting scheduling
  • Support advisors in ongoing client relationship management
  • Collaborate with team members to ensure operational efficiency

Qualifications

  • Prior financial services experience preferred; Ameriprise practice experience a plus
  • Strong organizational skills and high attention to detail
  • Excellent verbal and written communication abilities
  • Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred
  • Ability to manage multiple priorities in a fast-paced environment
  • Commitment to client confidentiality and professional ethics
  • Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses

Compensation & Benefits

  • $28–$33 per hour, based on experience
  • Non-exempt
  • Licensing and professional development support
  • Paid time off and benefits package (medical & retirement plans)
  • Opportunity for career growth within an expanding practice

Work Environment

  • Flexible full-time or part-time opportunity
  • In-office role based in Merced, CA
  • Collaborative, team-oriented environment
  • Direct interaction with clients and advisors

How to Apply

Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.

Equal Opportunity Employer

Teranishi Practice is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

 

About the Company

A

Ameriprise Financial

About Ameriprise Financial

Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.

From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.

Our Investment in You

We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.

Your Career at Ameriprise

When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.

Search Open Positions and Apply

Learn More About Joining Ameriprise

Thrive in a Respectful, Supportive Environment

We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Learn More About Diversity and Inclusion at Ameriprise

Build a Career that Matters to You

At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.

Being an Ameriprise Advisor

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.

Learn More About Ameriprise Advisor Support

Opportunities for Students

Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.

Search Open Opportunities

 

COMPANY SIZE
10,000 employees or more
INDUSTRY
Financial Services
FOUNDED
1894
WEBSITE
https://www.ameriprise.com/careers