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 About Us: We are a dynamic and growing Private Wealth Management firm with offices in Florida, Connecticut and Rhode Island, dedicated to delivering personalized financial planning and investment management services. Our Pensacola, Florida office is seeking a motivated and detail-oriented professional to join our team as a Registered Paraplanner / Client Relationship Manager. The Opportunity: This mid-level role is ideal for someone who thrives in a fast-paced, client-focused environment and is passionate about financial planning and relationship management. You’ll play a key role in supporting advisors, managing client relationships, and ensuring operational excellence. Key Responsibilities: Execute client trades with precision and timeliness, aiming for 100% accuracy. Manage estate settlement processes and assist with life insurance illustrations and applications. Prepare and process client deliverables and documentation. Respond to client inquiries and provide account-related support. Facilitate account transfers and 401(k) rollovers. Ensure thorough follow-up from client meetings, including trades, compliance, and documentation. Collaborate with the Home Office to resolve client or operational issues. Contribute to workflow improvements and enhance the overall client experience. Qualifications: Bachelor’s degree in finance, Economics, Accounting, or related field, or 2+ years of relevant experience. FINRA Series 7 license required. Strong analytical, communication, and organizational skills. Ability to manage multiple tasks and projects with attention to detail. Self-starter who works well independently and within a team. Technical Skills: Proficiency in CRM systems, trading platforms, and financial planning software. Advanced knowledge of Microsoft Excel and Word. What We Offer: Competitive salary: $75,000-$80,000/year Semi-Annual Target Bonus Program Paid Time Off 401(k) with company match Employer-Supplemented Healthcare Complimentary Financial Planning & Advice Private office in a professional, in-person work environment Ready to Join Us? If you're passionate about finance and client service, and you're looking for a role where you can grow and make a meaningful impact, we’d love to hear from you. 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.