Client-Focused Financial Planning Associate

Ameriprise Financia; Newton (MA); Hybrid; USD 67,000 - 92,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, conducting investment research, and managing client interactions to deepen relationships. The role emphasizes in-person collaboration and a strong client-centric approach.

The position requires a bachelors degree, relevant licenses or the ability to obtain within 150 days, and excellent organizational and analytical skills.

Qualifications

• Bachelor's degree or equivalent required.
• Experience in client service environment.
• 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, enter data, build meeting agendas and provide follow-up.

Skills

Client service

Analytical skills

Detail oriented

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, conducting investment research, and managing client interactions to deepen relationships. The role emphasizes in-person collaboration and a strong client-centric approach.

The position requires a bachelors degree, relevant licenses or the ability to obtain within 150 days, and excellent organizational and analytical skills.