Client-Focused Financial Planning Associate

Ameriprise Financial Services, LLC; Scottsdale (AZ); On-site; USD 52,000 - 76,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials for client meetings, building financial plans, and managing client interactions to deepen relationships. The role emphasizes accuracy, regulatory readiness, and collaborative service delivery.

The position requires a Bachelor's degree, securities licenses or the ability to obtain them within 150 days, strong analytical skills, and excellent communication.

Qualifications

• Bachelor's degree or equivalent.
• 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 or ability to obtain within 150 days.
• Experience in a client service environment.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities with minimal supervision.
• Effective communication across all levels.
• Strong computer and software skills.

Responsibilities

• Assist advisors in servicing clients and preparing plans.
• Prepare client meeting materials and summaries.
• Coordinate new business paperwork and insurance applications.
• Support marketing events and compliance documentation.
• Provide general administrative duties and client communications.

Skills

Detail oriented

Time management

Client service mindset

Analytical skills

Communication skills

Teamwork

Education

Bachelor's degree or equivalent

Tools

MS Office

CRM software

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials for client meetings, building financial plans, and managing client interactions to deepen relationships. The role emphasizes accuracy, regulatory readiness, and collaborative service delivery.

The position requires a Bachelor's degree, securities licenses or the ability to obtain them within 150 days, strong analytical skills, and excellent communication.