Advisor Support & Financial Planning Specialist

ameriprise; Dublin (OH); Hybrid; USD 58,000 - 80,000; 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 managing client interactions to deepen relationships. You will schedule meetings, prepare documents, and coordinate new business processes in a client-focused, in-office orientation.

The role requires 3–5 years of relevant experience, Series 7 or eligibility, and state registrations; teamwork, attention to detail, and strong

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience.
• 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 in a client service environment.
• Detail oriented with strong math and analytical 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, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork submitted, including forms, signatures, documentation to home office, track insurance applications and coordinate rollovers.
• Coordinate marketing events including crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, support for closes, and file set up.

Skills

Client servicing

Financial planning

Regulatory compliance

Documentation

Meeting coordination

Communication

Team collaboration

Data entry

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial 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. You will schedule meetings, prepare documents, and coordinate new business processes in a client-focused, in-office orientation.

The role requires 3–5 years of relevant experience, Series 7 or eligibility, and state registrations; teamwork, attention to detail, and strong