Paraplanner - Remote

Overview

Clarity Financial Advisors, a growing Ameriprise Private Wealth Advisory practice, is seeking a Paraplanner to join our team. This role is critical in supporting our advisors and clients by ensuring timely and accurate execution of business processing activities.

In Short

• Accurately process trades, transactions, new business applications, and account maintenance.
• Ensure compliance with firm policies and regulatory requirements.
• Act as a point of contact for client service follow-ups requiring licensing knowledge.
• Support advisors with estate settlements and more complex business processing needs.
• Collaborate with colleagues to improve workflows and embrace firm systems and processes.

Requirements

• Securities licenses preferred (Series 7 and 66 or equivalent). Candidates near completion of licensing may also be considered.
• Prior experience in financial services operations, business processing, or a similar role.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Excellent communication skills and a team-oriented mindset.
• Ability to work Eastern Time business hours.

Benefits

• Salary $75K to start
• PTO and paid holidays.
• Health insurance stipend.
• 401(k) with 5% employer match – eligible 6 months from start date.
• Supportive team environment with opportunities for professional growth.