[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) Ameriprise Financial · Campbell, California # Licensed Paraplanner Campbell, California Listed on Ameriprise Financial’s official careers site. Posted October 22, 2026. Check that it is still open and apply there. [Apply on Ameriprise Financial’s careers site →](https://ameriprise.wd5.myworkdayjobs.com/Ameriprise/job/Campbell-California/Licensed-Paraplanner_R26_4253) [OpenNash Jobs](https://jobs.opennash.com/) / [Ameriprise Financial](https://jobs.opennash.com/companies/ameriprise-financial/) / Licensed Paraplanner ## Job description At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. ### Job Description The Licensed Paraplanner plays a critical role in supporting advisors and delivering exceptional client experience through investment operations, market research, portfolio construction and maintenance, account administration, and client service support. ### Investment & Portfolio Management Extensive trading, including writing covered calls Generate investment recommendations Monitor and rebalance portfolios Attach accounts to models Monitor cash balances and systematic distributions Manage maturing products Market research & wholesaler meetings Client Service & Account Administration: Assist clients with investment-related requests/inquiries Process money movements Process withdrawals Process RMDs/ Inherited IRA RMDs Assist with post-meeting client tasks Compliance & Operations: Maintain trading policy compliance Maintain personal compliance requirements including ADV brochures and licenses Financial Planning: Manage data updates and accuracy for foundational planning Assist with occasional financial planning data entry and deliverable Insurance & Advisory Support: Create life, disability and long-term care proposals Monitor insurance premiums Qualifications: Series 7 & 66 licensing required Wealth management experience Desire to become a financial advisor Strong communication skills Strong trading and investment knowledge Organization and attention to detail required Familiarity with Tompson & Vestmark trading platforms preferred, but not required Base Pay Salary The salary will be $105K-$115K/ year Full-Time/Part-Time Full time Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. ## At a glance - Posted by the employer: Oct 22, 2026 - First seen by OpenNash: Oct 25, 2026 - Last checked: Nov 1, 2026 - Listed for: 10 days - Location: Campbell, California[Apply on Ameriprise Financial’s careers site →](https://ameriprise.wd5.myworkdayjobs.com/Ameriprise/job/Campbell-California/Licensed-Paraplanner_R26_4253) ## Hiring at Ameriprise Financial - Open jobs: 216 - New in the last 7 days: After two weekly collections - Tracked since: Jul 10, 2026 [All Ameriprise Financial jobs](https://jobs.opennash.com/companies/ameriprise-financial/) · [Weekly hiring report](/reports/hiring/) ## More jobs at Ameriprise Financial ### [Actuarial Intern](https://jobs.opennash.com/companies/ameriprise-financial/jobs/78f3e4a932d37892126c/) Minneapolis, Minnesota ### [Advanced Disability Claims Analyst](https://jobs.opennash.com/companies/ameriprise-financial/jobs/be3ab808f93eaeeca2bd/) ### [Archer IRM Admin](https://jobs.opennash.com/companies/ameriprise-financial/jobs/6e6f88c3db996a87a6ff/) ### [Associate Fixed-Income Principal Trader](https://jobs.opennash.com/companies/ameriprise-financial/jobs/ba0faadcf47314dbfddf/) Minneapolis, Minnesota ### [Cash Analyst](https://jobs.opennash.com/companies/ameriprise-financial/jobs/71741c570e99572bbbbd/) Noida, Uttar Pradesh, India ## Similar jobs at other companies ### [Paraplanner](https://jobs.opennash.com/companies/thrivent-financial/jobs/e8d011afaaae93cb0f8a/) Thrivent Financial · Remote-Texas-Austin Metro ### [Licensed Practical Nurse](https://jobs.opennash.com/companies/humana/jobs/83bc76db91b644bc1731/) Humana · Flint, Michigan ### [Licensed Practical Nurse](https://jobs.opennash.com/companies/humana/jobs/c6bdc95fe9ed9f37d779/) Humana · Plymouth, Massachusetts ### [LPN - Licensed Practical Nurse](https://jobs.opennash.com/companies/unitedhealth-group/jobs/594010f80bd39a0fedd4/) UnitedHealth Group · Gretna, Louisiana ### [Licensed Practical Nurse](https://jobs.opennash.com/companies/unitedhealth-group/jobs/cdb994fb8dea04de5e4a/) UnitedHealth Group · D'Iberville, Mississippi OpenNash lists jobs from employers’ own careers sites and does not handle applications. Dates come from the employer where stated; “first seen” and “last checked” are our own observations. [ OpenNash ](https://opennash.com/) AI-native services firm that builds custom software and 24/7 AI agents. OpenNash Jobs is an OpenNash Applied AI project. [Book time with OpenNash](https://calendly.com/opennash/new-meeting?hide_gdpr_banner=1) Jobs - [Search jobs](https://jobs.opennash.com/search/) - [Companies](https://jobs.opennash.com/explore/) - [Hiring report](https://jobs.opennash.com/reports/hiring/) - [AI assistants](https://jobs.opennash.com/connect/) - [How it works](https://jobs.opennash.com/methodology/) OpenNash - [opennash.com](https://opennash.com/) - [Services](https://opennash.com/ai-agent-consulting/) - [OpenNash CX](https://opennash.com/cx/) - [AI Tools](https://opennash.com/ai-tools/) - [Blog](https://opennash.com/blog/) - [About](https://opennash.com/about/) Contact - [hello@opennash.com](mailto:hello@opennash.com) - [LinkedIn](https://www.linkedin.com/company/opennash) - [Support](https://jobs.opennash.com/support/) - [Privacy](https://jobs.opennash.com/privacy/) - [Terms](https://jobs.opennash.com/terms/) © 2026 OpenNash, Inc. Company names and public job postings belong to their respective owners. Employers control source availability and application decisions.