Paraplanner

Small Wealth Management — Little Rock, AR

Full-time | On-site

About the Role

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Paraplanner to support our financial advisors and deliver an exceptional client experience. This role blends in-depth planning support, operational excellence, and high-touch client service.

What You’ll Do

• Client Service & Relationship Management
• Build and maintain professional relationships with clients.
• Handle account inquiries and escalate as needed.
• Serve as a primary point of contact for advisor and client communications.
• Paraplanning & Advisor Support
• Prepare financial plans and conduct investment research.
• Complete trades and transactions accurately.
• Prepare agendas, reports, forms, and documentation for client meetings.
• Maintain Salesforce notes and client follow-up tasks.
• Operations & Workflow Management
• Prepare and submit new business paperwork.
• Coordinate transfers, rollovers, wires, and deposits.
• Maintain documentation within CRM and workflow systems.
• Administrative Support
• Process expense reports and prepare client correspondence.
• Scan, organize, and maintain digital files.
• Support advisors with office tasks and projects.

Requirements

Qualifications

• Bachelor’s degree
• Series 7 and 66 (or 63/65)
• Excellent communication and client service skills
• Strong attention to detail and organization
• Proficiency with Microsoft Office Suite
• Ability to multi-task in a fast-paced environment
• High integrity and confidentiality
• Minimum of 3 years experience in the financial planning or wealth advisory industry
• Who Succeeds in This Role