Paraplanner

Position: Remote Paraplanner (Licensed) 
Grinney & Davis Wealth Management 
A private wealth advisory practice of Ameriprise Financial Services

Grinney & Davis Wealth Management is an exclusive, customized wealth management practice known for delivering a high-touch, deeply personalized client experience. Our team is intentional about who we serve, maintaining a selective client base to ensure every relationship receives an exceptional level of care and attention. We specialize in comprehensive financial planning and customized investment strategies, pairing a deep level of planning with sophisticated portfolio management. 

We are seeking a detail-oriented and coachable Paraplanner to support our advisory team in a remote capacity.

Position Overview

The Paraplanner will play a key role in supporting advisors and enhancing the client experience through operational execution, financial planning support, and direct client interaction. This individual will be an integral part of a collaborative team focused on delivering exceptional service and must be comfortable working within dual advisor working styles while remaining flexible and team oriented.

Key Responsibilities

• Execute trades and support portfolio implementation 
• Facilitate money movement and cash management activities 
• Assist with cash investment strategies 
• Participate in client meetings, review detailed notes for approval, and assist in follow-up preparation 
• Collect client data and support documentation for planning and servicing needs 
• Prepare financial planning documents, client review materials, and investment-related paperwork 
• Utilize MoneyGuide extensively to support advisors in building, updating, and maintaining comprehensive financial plans and scenario analyses 
• Provide ongoing client service and support 
• Collaborate with the advisory team to ensure a seamless client experience 
• Recognize when team members are at capacity and proactively step in to support team workload 

Qualifications & Experience

• Bachelor’s degree 
• Active Series 7 and Series 66 licenses required 
• 1+ year of experience in a financial planning or wealth management environment
• Ameriprise Financial experience preferred 
• This role may be performed remotely for candidates with prior Ameriprise experience 

• Strong experience with MoneyGuide strongly preferred; candidate should be comfortable using financial planning software extensively in day-to-day responsibilities 
• Familiarity with annuities and life insurance products preferred 
• Strong attention to detail and organizational skills 
• Coachable with a willingness to learn and grow within the role 
• Team player mindset with the ability to work effectively across varying leadership/communication styles 

Compensation & Benefits

• Base salary: $62,000 – $72,000, based on experience paid as hourly, non-exempt
• Bonus, revenue-sharing, and team-based incentives 
• Comprehensive benefits package with Medical, dental and vision coverage that includes 50% employer-paid medical premium for employee-only coverage 
• Short-term and long-term disability available
• 10 paid holidays and 10 days of PTO in the first year with 12 days in year 3 that continues to grow
• 401(k) with 3.5% employer match 
• Discretionary profit sharing 

Additional Details

• Fully remote position for candidates with Ameriprise experience, aligned with Central Time hours 
• Monday – Thursday: 8:30 AM – 5:00 PM CT 
• Friday: 8:30 AM – 3:00 PM CT 

Growth Opportunity

This role is designed for someone seeking long-term growth within a financial advisory practice. As you develop in the role, there will be opportunities to expand your involvement in financial planning and take on increased responsibility within the team.

Equal Opportunity Employer

Grinney & Davis Wealth Management is an Equal Opportunity Employer and welcomes applicants from all backgrounds.