Talent.com
Paraplanner
ParaplannerAmeriprise Financial • Edmonds, WA, United States
Paraplanner

Paraplanner

Ameriprise Financial • Edmonds, WA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Paraplanner

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals.

Job Purpose

The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This role offers a clear career path, with the opportunity to advance into an Associate Financial Advisor role within one to three years, based on performance, licensing, and experience.

Responsibilities

  • Prepare for and follow up after client meetings.
  • Update client financial plan analyses and develop recommendations using MoneyGuide.
  • Conduct investment research and prepare supporting materials.
  • Attend client meetings, providing support and detailed note-taking.
  • Execute trades with documented direction from an advisor.

Qualifications

  • Bachelor’s degree required.
  • 1–3+ years of experience in a professional office environment, ideally in financial services.
  • Series 7, Series 66, and WA Life & Health Insurance licenses required (or ability to obtain within six months).
  • Professional, approachable, and client-focused demeanor with excellent interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Proven analytical and independent problem-solving abilities.
  • Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
  • Experience with MoneyGuide strongly preferred.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple responsibilities effectively.
  • Strong personal and professional integrity.

    • Work Environment

    This role is primarily in-office to ensure a strong foundation in training, team collaboration, and client support. Following the completion of licensing requirements, initial training, and a 90-day introductory period, there may be the possibility of transitioning into a hybrid work arrangement.

    Salary and Benefits

  • Base compensation : $60,000–$74,000 per year, depending on experience.
  • Potential bonus compensation : Up to $10,000 per year, based on performance.
  • Comprehensive benefits package including :
  • Paid Time Off (PTO) and paid holidays
  • Medical insurance (70% of premiums paid)
  • Dental and Vision insurance (50% of premiums paid)
  • 401(k) plan with employer match
  • Group Life and Disability insurance

    • How to Apply

    If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team’s success.

    Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team.

    Equal Opportunity Employer

    Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

    [job_alerts.create_a_job]

    Paraplanner • Edmonds, WA, United States

    [internal_linking.related_jobs]
    Buyer Planner

    Buyer Planner

    VirtualVocations • Renton, Washington, United States
    [job_card.full_time]
    A company is looking for a Buyer / Planner who will manage inventory and purchasing operations remotely.Key Responsibilities Manage inventory availability, analyze consumption trends, and oversee o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Principal Data Engineer - R01551017

    Principal Data Engineer - R01551017

    Brillio • Seattle, Washington, United States
    [job_card.full_time]
    Brillio is one of the fastest growing digital technology service providers and a partner of choice for many Fortune 1000 companies seeking to turn disruption into a competitive advantage through in...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Staff Data Engineer

    Staff Data Engineer

    Impinj • Seattle, Washington, United States
    [job_card.full_time]
    Impinj is a leading RAIN RFID provider and Internet of Things pioneer.We’re inventing ways to connect every thing to the Internet. With more than 100 billion items connected to date, and multiple Fo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,727 per week in Everett, WA

    Travel Occupational Therapist (OT) - $1,727 per week in Everett, WA

    AlliedTravelCareers • Everett, WA, US
    [job_card.full_time]
    AlliedTravelCareers is working with Atlas MedStaff to find a qualified Occupational Therapist (OT) in Everett, Washington, 98201!. Atlas Medstaff is currently seeking candidates in the Occupational ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Radiation Therapist - $2682.16 / Week

    Travel Radiation Therapist - $2682.16 / Week

    Uniti Med • Burien, WA, US
    [job_card.full_time]
    Uniti Med is seeking an experienced Radiation Therapist for an exciting Travel Allied job in Burien, WA.Shift : Inquire Start Date : ASAP Duration : 8 weeks Pay : $2682. Uniti Med provides career opport...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Radiation Therapist - $2,535 per week in Aberdeen, WA

    Travel Radiation Therapist - $2,535 per week in Aberdeen, WA

    Medical Solutions • Tacoma, Washington, US
    [job_card.full_time]
    A facility in Aberdeen, WA is seeking its next amazing Radiation Therapist.Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationwide, an...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Ultrasonographer - $2272.43 / Week

    Travel Ultrasonographer - $2272.43 / Week

    AMN Healthcare Allied • Everett, WA, US
    [job_card.full_time]
    AMN Healthcare Allied is seeking an experienced Ultrasonographer for an exciting Travel Allied job in Everett, WA.Shift : Inquire Start Date : ASAP Duration : 26 weeks Pay : $2272.Job Description &...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Production Planning Manager

    Production Planning Manager

    Dogwood Industries LLC Careers • Everett, Washington, US
    [job_card.full_time]
    Dogwood Industries – Who We Are.Build your future with Dogwood Industries!.Dogwood Industries is at the forefront of designing and manufacturing Pre-engineered Panelized Relocatable Metal Buildings...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $1,910 per week in Everett, WA

    Travel Occupational Therapist (OT) - $1,910 per week in Everett, WA

    Core Medical Group • Everett, WA, US
    [job_card.full_time]
    Client in WA seeking Occupational Therapist.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role. Contract / travel assignments ar...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,727 per week in Everett, WA

    Travel Occupational Therapist (OT) - $1,727 per week in Everett, WA

    Atlas MedStaff • Everett, WA, US
    [job_card.full_time]
    Atlas Medstaff is currently seeking candidates in the Occupational Therapist (Occupational Therapist) profession for a 13 week contract in the Everett, Washington area. Atlas Medstaff is a premier s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Radiation Therapist - $2,377 per week in Aberdeen, WA

    Travel Radiation Therapist - $2,377 per week in Aberdeen, WA

    Triage Staffing LLC • Tacoma, Washington, US
    [job_card.full_time]
    Travel Radiology : Radiation Therapist Aberdeen.Shift Details : 8H Days (8 : 00 AM-4 : 30 PM).Length : 13 WEEKS 13 weeks. Apply for specific facility details.[show_more]
    [last_updated.last_updated_variable_hours] • [promoted]
    Sr. Forecasting & Analytics Manager

    Sr. Forecasting & Analytics Manager

    T-Mobile USA, Inc. • Bellevue, WA, United States
    [job_card.full_time] +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Estimator & Preconstruction Manager

    Estimator & Preconstruction Manager

    Vault89 Strategies LLC • Tacoma, United States
    [job_card.full_time]
    The Estimator & Pre-Construction Manager is a key leadership role responsible for developing accurate cost estimates, scopes, and budgets across all phases of design and construction.This position ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Data Engineer

    Data Engineer

    Possible Finance • Seattle, Washington, United States
    [job_card.full_time]
    We’re on a mission to help our customers and their communities unlock economic mobility for generations to come.Join the team that’s making our goal a reality. At Possible, we’re building a new type...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $1,727 per week in Everett, WA

    Travel Occupational Therapist (OT) - $1,727 per week in Everett, WA

    AlliedTravelNetwork • Everett, WA, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Atlas MedStaff to find a qualified Occupational Therapist (OT) in Everett, Washington, 98201!. Atlas Medstaff is currently seeking candidates in the Occupational ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Everett, WA

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Everett, WA

    CompHealth • Everett, WA, US
    [job_card.full_time]
    When it comes to finding the perfect locums assignment, sometimes it's all about who you know.CompHealth has been around for a long time and have a vast network of connections to facilities across ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Radiation Therapist - $2,322 to $2,522 per week in Aberdeen, WA

    Travel Radiation Therapist - $2,322 to $2,522 per week in Aberdeen, WA

    Titan Medical Group • Tacoma, Washington, US
    [job_card.full_time]
    ARRT(T) / BCLS / BLS - American Heart Association.Radiation Therapist - Aberdeen, WA.Start : 12 / 08 / 2025 | ⏳ Duration : 13 Weeks. Shift : 5x8 Days (8 : 00a-4 : 30p, Mon-Fri) | No Weekends or Call.Location : 954 ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Data Engineer

    Data Engineer

    Tanium • Bellevue, Washington, United States
    [job_card.full_time]
    Tanium is expanding rapidly and is seeking a skilled and motivated Data Engineer with a strong focus on data integrations and ETL pipeline development. This role will play a critical part in designi...[show_more]
    [last_updated.last_updated_30] • [promoted]