Financial Planning & Client Services Associate

Ameriprise Financia; Temecula (CA); On-site; USD 67,000 - 92,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

Sick time

Vacation time

401(k)

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors. You will prepare financial plans, research investments, and manage client interactions to deepen relationships. In-office collaboration is emphasized with four days on-site and one day remote per week.

The role requires a Bachelor's degree, 3–5 years of experience, Series 7 or ability to obtain, and required licenses within 150 days. Strong organizational and analytical skills are essential.

Qualifications

• Bachelor's degree or equivalent required.
• 3–5 years relevant experience preferred.
• Series 7 or ability to obtain within 150 days; S63/S66 registration or ability to obtain; IAR registration or ability to obtain.
• Life, Accident, and Health licenses or ability to obtain within 150 days.
• Visa sponsorship not required.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions.
• Prepare and summarize client meetings, schedule and confirm meetings, and provide follow-up.
• Prepare new business paperwork including forms, signatures, and home office submissions; track insurance applications and rollovers.
• Coordinate marketing events and manage compliance documentation and reimbursements.
• Provide general administrative support such as phone handling, expense reports, routine client correspondence, and file setup.

Skills

Detail oriented

Analytical skills

Time management

Communication across levels

Education

Bachelor's degree or equivalent

Tools

MS Office

CRM systems

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors. You will prepare financial plans, research investments, and manage client interactions to deepen relationships. In-office collaboration is emphasized with four days on-site and one day remote per week.

The role requires a Bachelor's degree, 3–5 years of experience, Series 7 or ability to obtain, and required licenses within 150 days. Strong organizational and analytical skills are essential.