Arch Bridge Financial Advisors Hiring for Paraplanner Job at West Linn, OR Full Time

About us

Arch Bridge Financial Advisors is a small business in West Linn, OR 97068. We are bold and agile.

Our work environment includes:

• Regular social events
• International workforce

Position Title: Paraplanner, Arch Bridge Financial Advisors

Location: West Linn, OR

Step into an instrumental role at a rapidly growing Private Wealth Management franchise of Ameriprise

Financial. Assist financial advisor in client service with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. The Paraplanner role provides client relationship support for financial advisors through meeting preparation and follow up (including graphs, charts, tables, and other visual aids) with clients. This includes creating meeting summary letters, preparing preliminary investment recommendations and initial product solutions for advisor review, attending client meetings with advisor, responding to, and resolving ad hoc client requests, processing new account paperwork, and preparation of other client deliverables as needed. You will be integral in ensuring a world class client experience and maintaining a high level of service throughout the practice.

This position will consistently follow the highest standards of business and professional ethics and comply with all legal and regulatory requirements. This is not a sales position.

Responsibilities may change over time to meet the needs of the practice and based on candidate skills and

qualifications.

Key responsibilities:

• Learn the financial planning process and be able to work into a client facing role within two-three years.
• Provide general administrative duties such as keeping meeting notes, preparing routine client correspondence, publishing financial plans, set up of client files, and extensive CRM maintenance
• Help the advisor develop financial planning department within the wealth management umbrella
• Cultivate Ameriprise’s financial planning software and technology to build a world class financial planning deliverable

Key Traits of a Successful Candidate:

• Excellent listening skills
• Highly adaptable to changing environments and interpersonal durability
• Academically inquisitive, constantly challenge status-quo
• Self-motivated and proactive with the ability to work unsupervised
• Desire and willingness to assume additional responsibilities and grow professionally
• High competency on computer-based programs and applications
• Analytical and strategic thinker
• Detail oriented with strong organizational skills
• Excellent interpersonal skills to interact effectively with the team, clients, advisors
• Proven written and oral communication skills and client service orientation
• Efficient time management and demonstrated ability to multi-task
• Adherence to compliance regulations as stated and required by Ameriprise Financial Services, Inc., FINRA, and any other regulatory body with oversight responsibility for our practice.
• Positive attitude and desire to constantly learn and grow

Requirements:

• Bachelor’s degree or higher
• CFP® designation (or be willing to take and pass exam within 180 days of hire)
• Series 7 and Series 66 securities licenses (or be willing to take and pass exams within 180 days of hire)
• State Insurance Licenses (OR) (or be willing to take and pass exam within 180 days of hire)

Salary and benefits:

• $50k base salary, subject to inflation
• $2k cash signing bonus
• Bonus eligible after 2 years of service
• SIMPLE IRA, 3% elective match
• Small Business Health Reimbursement Account eligible, up to $1,800 annually
• Two weeks paid PTO
• Partial or full financial support towards approved educational advancement

Start Date: Summer 2022

• Monday thru Friday 8AM – 5PM, 1 hr. lunch

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• Paid time off
• Professional development assistance
• Retirement plan

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus pay
• Signing bonus

Ability to commute/relocate:

• West Linn, OR 97068: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor’s (Required)

Experience:

• Financial planning: 1 year (Preferred)

License/Certification:

• CFP (Preferred)
• FINRA License (Preferred)

Work Location: One location