Registered Paraplanner

Location: Brookfield, Wisconsin

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.

Why This Role Matters

Our clients trust us with their financial lives and futures. That trust is built through the quality of our financial planning, service, follow-through, and attention to detail they experience every day.

This role is for an experienced financial-services professional who takes pride in getting the details right, solving problems before they affect the client, and owning work from start to finish. You will play an important role in financial planning, client service, account implementation, and meeting preparation while developing toward greater advisory responsibility over time.

If you enjoy combining technical financial-planning work with client service, problem solving, and a high level of personal responsibility, this may be an excellent next step in your career.

About Zoetic Wealth Management

• We are a fast-paced team of four, and every person has a meaningful impact. In a small practice, your work is visible, your contributions matter, and you can see the direct effect your efforts have on the client experience.
• We operate according to a simple belief: we aim to be trusted. We earn that trust through accuracy, ownership, responsiveness, reliability, teamwork, and personal excellence.
• What You Will Do