Financial Planning & Client Services Associate

Ameriprise Financial; Atlanta (GA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate in the Atlanta area to support high producing advisors. You will prepare financial plans, conduct investment research, and help manage client relationships to drive growth.

You’ll schedule meetings, organize documentation, assist with new business paperwork, and coordinate events. This in-office role requires collaboration with the team and adherence to compliance standards to deliver a personalized client experience.

Qualifications

• Bachelor's degree or equivalent required.
• 3–5 years relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities registrations (S63/S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses or ability to obtain within 150 days.

Responsibilities

• Assist advisor in servicing clients and preparing financial plans.
• Prepare meeting summaries and manage scheduling.
• Submit new business paperwork and coordinate rollovers.
• Coordinate marketing events and document compliance.
• Provide general office support and data entry.

Skills

Analytical skills

Time management

Organizational skills

Communication

Education

Bachelor's degree or equivalent

Tools

MS Office

CRM software

Portfolio research tools

Job description

Ameriprise Financial is seeking a Registered Client Service Associate in the Atlanta area to support high producing advisors. You will prepare financial plans, conduct investment research, and help manage client relationships to drive growth.

You’ll schedule meetings, organize documentation, assist with new business paperwork, and coordinate events. This in-office role requires collaboration with the team and adherence to compliance standards to deliver a personalized client experience.