Paraplanner

Licensed Paraplanner

We believe people deserve great financial advice without the fear of being sold to. We advise our clients with their long-term best interests in mindnot ourswith the goal of hearing, "Well done!" Our Mission To hear "well done" from our team, clients, and community by serving their long-term best interests. What We Are Up To For many people, their financial professionals don't coordinate effectively to work together for the clients' long-term financial interests. This can lead to missed opportunities, ineffective strategies, and often higher taxes. MidCoast solves that problem. We offer clients the ability to address many of their financial questions in one location. We have created a one-stop resource in a financial services office with unique professional alliances including : - A CPA accounting practice (MidCoast Tax) - A Medicare specialist (Navigating Next) - Estate planning attorneys

What We Need A Licensed Paraplanner who will support our advisory team by preparing financial planning deliverables, analyzing client data, and ensuring our clients' strategies are thoughtfully implemented. This role is central to our mission of delivering high-quality planning that serves the client's best interests and helps them move forward with clarity and confidence.

Who We Are Looking For A "Culture Advocate." We are obsessed with our culture and protect it dearly. We want someone who gets excited for our mission and embodies these core values : Others First We lead with service. When we put others first, everyone wins. Build Trust Say what you'll do. Do what you said. No surprises. Communicate Well Listen first. Speak clearly. Handle issues head-on. Make the complex simple. Be Hungry Show up with energy. Improve the process. Leave it better than you found it.

Key Responsibilities

The Licensed Paraplanner will support Wealth Advisors and the Director of Financial Planning by preparing, organizing, and executing the planning process for clients.

Leading, Managing, and Holding Accountable the Planning Team

• Lead, manage, and hold accountable the Financial Planning Assistants
• This includes ensuring work is done compliantly and with accuracy

Planning Preparation & Analysis

Advisor & Client Support

Team Collaboration & Growth

We Need Someone Who Is

Salary and Benefits

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.