Paraplanner
Calabasasonsite$64K – $89K
Posted 3w ago · via Workable
About this role
We are a private wealth advisory practice with Ameriprise Financial Services focused on client-centered financial planning, dedicated to helping individuals and families pursue their financial goals through comprehensive planning, personalized advice, and exceptional service. Our team is committed to building long-term client relationships and delivering thoughtful financial guidance that helps clients make confident decisions about their future. We are seeking a detail-oriented Paraplanner to join our team and serve as a key support resource throughout the financial planning process. This role is ideal for someone who enjoys financial analysis, client interaction, and working in a collaborative environment where organization, accuracy, and responsiveness are highly valued.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Calabasas. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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