Advisor Support & Financial Planning Associate

Ameriprise Financial; Old Saybrook (CT); On-site; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high producing advisors by preparing portfolio materials, building financial plans, and guiding client interactions. This in-office role requires strong analytical skills and the ability to manage multiple priorities with precision.

The position emphasizes a client-centric approach, compliance, and collaboration within the Ameriprise Advisor Group.

Qualifications

• Bachelor's degree or equivalent.

Responsibilities

• Assist advisor in servicing clients, including preparing financial plans and conducting investment research.

Skills

Client service mindset

Analytical skills

Communication

Time management

Microsoft Office

Detail oriented

Education

Bachelor's degree or equivalent

Tools

Microsoft Office suite

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high producing advisors by preparing portfolio materials, building financial plans, and guiding client interactions. This in-office role requires strong analytical skills and the ability to manage multiple priorities with precision.

The position emphasizes a client-centric approach, compliance, and collaboration within the Ameriprise Advisor Group.