Financial Planning Client Service Associate InOffice Hybrid

Ameriprise Financial; Virginia Beach (VA); On-site; USD 52,000 - 68,000; Full time

Job summary

Ameriprise Financial seeks a Registered Client Service Associate in Virginia Beach to support high-producing advisors by preparing financial plans, materials, and client meeting summaries. You will manage meetings, data entry, and follow-up while ensuring accurate paperwork and regulatory compliance.

The role requires strong analytical and organizational skills, a Bachelor’s degree, and relevant securities licenses or the ability to obtain them within 150 days.

Qualifications

• Bachelor's degree or equivalent required.
• 3–5 years relevant client service experience.
• Series 7 or ability to obtain within 150 days.
• State securities registrations (S63/S66) or ability to obtain within 150 days.
• State IAR registration (S65/S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses or ability to obtain within 150 days.
• U.S. work authorization without visa sponsorship is required.

Responsibilities

• Assist advisor in servicing clients and preparing financial plans.
• Prepare meeting materials, schedule meetings, and summarize outcomes.
• Process new business paperwork and coordinate signatures with home office.
• Coordinate events and manage marketing compliance documentation and reimbursements.
• Provide general administrative support and maintain client files.

Skills

Detail orientation

Math skills

Analytical skills

Organizational skills

Communication

Multitasking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

CRM systems

Job description

Ameriprise Financial seeks a Registered Client Service Associate in Virginia Beach to support high-producing advisors by preparing financial plans, materials, and client meeting summaries. You will manage meetings, data entry, and follow-up while ensuring accurate paperwork and regulatory compliance.

The role requires strong analytical and organizational skills, a Bachelor’s degree, and relevant securities licenses or the ability to obtain them within 150 days.