Financial Planning & Client Services Associate

Jambalaya Group; San Jose (CA); On-site; USD 67,000 - 92,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships.

The role requires 3–5 years of client service experience, Series 7, and state registrations with strong analytical and communication skills. In-office collaboration is expected with some flexibility for work-from-home days.

Qualifications

• Bachelor’s degree or equivalent required.
• 3–5 years relevant experience required.
• Series 7 and S63/S66 registrations or ability to obtain within 150 days.
• S65 or S66 IAR registration or ability to obtain within 150 days.
• Life, Health, and Variable contracts licenses or ability to obtain within 150 days.
• Experience in a client service environment.
• Detail oriented with strong math and analytical skills.
• Excellent communication and ability to work with all levels.

Responsibilities

• Assist advisor by preparing financial plans and performing investment research.
• Prepare client meeting materials, schedule meetings, and summarize meetings.
• Coordinate new business paperwork and insurance applications.
• Coordinate marketing events and ensure compliance documentation.
• Provide general admin duties and support for closes and client files.

Skills

Bachelor's degree

Experience 3-5 years

Series 7 license

S63/S66 registration

S65/S66 IAR registration

Life/Health/Variable licenses

Client service experience

Detail oriented

Math & analytical skills

Communication skills

Time management

Multitasking

Computer skills

Education

Bachelor's degree or equivalent

Tools

Portfolio software

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships.

The role requires 3–5 years of client service experience, Series 7, and state registrations with strong analytical and communication skills. In-office collaboration is expected with some flexibility for work-from-home days.