Financial Planning & Client Services Associate

Ameriprise Financial; Fort Lauderdale (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-performing advisors by preparing financial plans, conducting investment research, and handling client interactions to deepen relationships.

You will prepare meeting materials, coordinate new business paperwork, and assist with marketing events to ensure a smooth client experience. In-office collaboration is expected as part of a client-centric team.

Qualifications

• Bachelors degree or equivalent.
• 3–5 years relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registrations or ability to obtain within 150 days (S63/S66).
• State IAR registration or ability to obtain within 150 days (S65/S66).
• Life, Accident, and Health licenses or ability to obtain (Variable Contracts).
• Experience in a client service environment.
• Detail oriented with strong math and analytical skills.
• Good organization and time management skills.
• Ability to manage multiple priorities and work with minimal supervision.
• Strong written and verbal communication across levels.
• Process oriented and team player; strong computer/ software skills.
• Visa sponsorship not required for employment.

Responsibilities

• Assist advisor in servicing clients, preparing financial plans, researching investments.
• Prepare and summarize client meetings, schedule and manage meetings, enter data into contact manager, provide follow-up.
• Prepare new business paperwork, obtain signatures, and track insurance applications and rollovers.
• Coordinate marketing events, craft compliance documentation, manage event reimbursements.
• Handle general administrative duties for the advisors and office.

Skills

Detail oriented

Math skills

Analytical thinking

Time management

Organization

Communication

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-performing advisors by preparing financial plans, conducting investment research, and handling client interactions to deepen relationships.

You will prepare meeting materials, coordinate new business paperwork, and assist with marketing events to ensure a smooth client experience. In-office collaboration is expected as part of a client-centric team.