Paraplanner
Clarity Financial Advisors, a growing Ameriprise Private Wealth Advisory practice, is seeking a Paraplanner to join our team. This role is critical in supporting our advisors and clients by ensuring timely and accurate execution of business processing activities. We are looking for a detail-oriented professional who thrives in a fast-paced environment, is adaptable to evolving systems, and is eager to contribute to a collaborative team culture. Key Responsibilities
- Accurately process trades, transactions, new business applications, and account maintenance.
- Ensure compliance with firm policies and regulatory requirements.
- Act as a point of contact for client service follow-ups requiring licensing knowledge.
- Support advisors with estate settlements and more complex business processing needs.
- Collaborate with colleagues to improve workflows and embrace firm systems and processes.
- Securities licenses preferred (Series 7 and 66 or equivalent). Candidates near completion of licensing may also be considered.
- Prior experience in financial services operations, business processing, or a similar role.
- Strong attention to detail, organizational skills, and ability to manage multiple priorities.
- Excellent communication skills and a team-oriented mindset.
- Ability to work Eastern Time business hours.
- Salary $75K to start
- PTO and paid holidays.
- Health insurance stipend.
- 401(k) with 5% employer match – eligible 6 months from start date.
- Supportive team environment with opportunities for professional growth.
- Role may be remote or based in our Ann Arbor, MI office.
- Remote candidates must work Eastern Time business hours.
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