Client-Focused Financial Planning Associate

Ameriprise Financial Services, LLC; Redwood City (CA); Hybrid; USD 67,000 - 92,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors in Redwood City, CA. You will prepare portfolio materials, build financial plans, and manage client interactions to deepen relationships.

You will work in-office four days per week with one day remote, handling scheduling, documentation, and follow-up to ensure client satisfaction and compliance.

Qualifications

• Bachelor’s degree or equivalent is required.
• 3-5 years relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration or ability to obtain within 150 days.
• State IAR registration or ability to obtain within 150 days.
• Licenses: Life, Accident, Health & Variable Contracts or ability to obtain within 150 days.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans and completing trades.
• Prepare and summarize client meetings, enter data, and provide follow-up.
• Process new business paperwork and coordinate rollovers and insurance applications.
• Coordinate marketing events and manage related compliance documentation.
• Provide general administrative duties and support for closes and client files.

Skills

Client service experience

Financial planning support

Analytical skills

Attention to detail

Time management

Education

Bachelor’s degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors in Redwood City, CA. You will prepare portfolio materials, build financial plans, and manage client interactions to deepen relationships.

You will work in-office four days per week with one day remote, handling scheduling, documentation, and follow-up to ensure client satisfaction and compliance.