Paraplanner

Ameriprise Financial Services, LLC•Plantation, FL

About The Position

At Glades Wealth Partners, we’re a tight-knit team that believes serious financial work doesn’t have to take itself too seriously. We’re proud winners of the Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021–2024). But what really sets us apart is our culture. We value Community, Integrity, Clarity, and Teamwork, and we infuse those values into everything we do; from client conversations to team celebrations. If you love organization, appreciate a well-built workflow, enjoy working alongside smart, fun individuals… and you also love dogs… you may have just found your place. What You’ll Do (A Lot. But You’ll Love It.) You’ll be the engine behind a smooth, efficient, compliant client experience by supporting our advisors through: Money Movement Process ACHs, wires, transfers, and all things money-in-motion Verify documentation and ensure compliance accuracy Maintain detailed tracking because “close enough” is not how we roll Trading & Portfolio Support Execute trades and support portfolio rebalancing Partner with advisors to ensure seamless trade workflows Insurance & Annuity Case Support Prepare, submit, and track insurance and annuity applications Communicate with carriers to keep cases moving Ensure clients understand next steps with clarity and confidence New Client Onboarding Gather and prepare all required documents Set up accounts, transfer assets, and coordinate welcome processes Help deliver a legendary “first impression” client experience Client Service Excellence Assist with meeting preparation Respond to client questions with warmth, professionalism, and precision Support scheduling, forms, account maintenance, and follow-ups

Requirements

Prior financial services or paraplanning experience
Strong attention to detail and a love of process
Comfort with trading workflows, money movement, and/or insurance applications
A curious mind and eagerness to learn new technology
A calm presence and excellent communication skills
Appreciation for CRM/Salesforce

Nice To Haves

Series 7, Series 63, and FL 2-15 licensing, preferred but not required
College degree preferred

Responsibilities

Money Movement Process
ACHs, wires, transfers, and all things money-in-motion
Verify documentation and ensure compliance accuracy
Maintain detailed tracking because “close enough” is not how we roll
Trading & Portfolio Support
Execute trades and support portfolio rebalancing
Partner with advisors to ensure seamless trade workflows
Insurance & Annuity Case Support
Prepare, submit, and track insurance and annuity applications
Communicate with carriers to keep cases moving
Ensure clients understand next steps with clarity and confidence
New Client Onboarding
Gather and prepare all required documents
Set up accounts, transfer assets, and coordinate welcome processes
Help deliver a legendary “first impression” client experience
Client Service Excellence
Assist with meeting preparation
Respond to client questions with warmth, professionalism, and precision
Support scheduling, forms, account maintenance, and follow-ups

Benefits

Medical, dental, and vision insurance
Simple IRA with employer contribution
Paid time off + paid holidays
Short + long-term disability insurance
Continuing education + licensing support
On-site workout room & shower
Quarterly Team outings
Training in trading systems, rebalancing tools, insurance platforms, and workflow tech
Opportunities to attend conferences, workshops, and Ameriprise programs
Growth path toward Senior Paraplanner or Associate Advisor