layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Registered Paraplanner at Ameriprise

· Support the financial-planning process and help prepare comprehensive client meeting agendas across the core areas of financial planning.
· Maintain accurate client account records and complete service requests, account changes, paperwork, and documentation.
· Assist with trading, account implementation, and other planning-related activities within the responsibilities of the role.
· Monitor operational and service issues, coordinate with the home office when needed, and follow issues through to resolution.
· Help ensure planning, service, and compliance requirements are completed accurately and on time.
· Anticipate potential problems and take appropriate action before they affect the client experience.
· Communicate professionally with clients and team members and contribute to a consistent, high-quality client experience.
· Manage multiple priorities without sacrificing accuracy, organization, or follow-through.
Who Will Thrive in This Role
· You notice details others may miss and take pride in accurate, complete work.
· You take ownership rather than waiting to be told what to do next.
· You connect the task in front of you to the broader impact on the client and the team.
· You are resourceful and persistent when the answer is not immediately obvious.
· You think critically, solve problems, and are willing to ask good questions.
· You can balance competing priorities while staying organized and dependable.
· You enjoy working on a small, collaborative team where everyone contributes.
· You are willing to step up when needed, recognizing that client needs, deadlines, and team commitments may require work outside regular office hours.
Required Qualifications
· Bachelor’s degree in finance, financial planning, business, or a related field.
· 3+ years of similar experience in financial planning, wealth management, or a closely related financial-services environment.
· Active Series 7 and Series 66 registrations and State Life, Accident and Health insurance licenses .
· Demonstrated experience supporting financial planning, client service, account implementation, or related wealth-management activities.
· CFP® certification or a genuine commitment to pursue the CFP® designation, including enrollment and testing within three years.
· Experience working with financial-planning, CRM, document-management, investment-research, and Microsoft Office systems.
· Ability and willingness to work in our Brookfield office on a full-time basis.

Registered Paraplanner

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