Advisor Support & Financial Planning Associate

Ameriprise Financial Services, LLC; Tacoma (WA); On-site; USD 58,000 - 80,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. This in-office role emphasizes precision, client focus, and collaborative teamwork in a fast-paced environment.

You will coordinate meetings, assist with new business paperwork, and help deliver a personalized client experience, with opportunities for

Qualifications

• Bachelor's degree or equivalent.
• 3-5 years relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Able to manage multiple priorities and work with minimal supervision.
• Able to communicate with all levels within the organization. Strong software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings.
• Prepare and ensure new business paperwork submitted; obtain signatures, prepare documents for home office, track insurance apps and coordinate rollovers.
• Prepare for and coordinate marketing events, including compliance documentation and reimbursements.
• Provide general administrative duties such as answering phone, processing reports, client correspondence, and setup of client files.

Skills

Bachelor's degree or equivalent

3-5 years relevant experience

Series 7 or ability to obtain within 0

State securities agent registration (S

State IAR registration (S65 or S66)

Life, Accident, Health licenses & Var.

Client service experience

Detail oriented, math, analytical

Time management

Communication across levels

Strong computer and software skills

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. This in-office role emphasizes precision, client focus, and collaborative teamwork in a fast-paced environment.

You will coordinate meetings, assist with new business paperwork, and help deliver a personalized client experience, with opportunities for