Financial Planning Support Associate

00015 Ameriprise Financial Services, LLC.; Redwood Shores (CA); Hybrid; USD 67,000 - 92,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, researching investments, and managing client interactions to grow relationships. This role emphasizes professionalism, accuracy, and collaborative client service.

You will work in a hybrid in-office setting, four days a week in the Redwood Shores area, with one day remote, and must hold or obtain necessary licenses swiftly.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses or ability to obtain within 150 days.
• Experience in a client service environment.
• Strong math, analytical, and detail-oriented skills.
• Excellent organization and time management.
• Ability to multitask and work with minimal supervision.
• Strong communication across all levels.
• Process-oriented with teamwork and solid computer/ software skills.

Responsibilities

• Assist advisor by preparing financial plans and conducting investment research.
• Prepare client meeting materials, schedule meetings, and summarize discussions.
• Prepare and ensure new business paperwork submitted with signatures and filings.
• Coordinate marketing events with compliance documentation.
• Provide general administrative duties and client correspondence.

Skills

Client service

Attention to detail

Math skills

Analytical skills

Organization skills

Time management

Communication skills

Multitasking

Independent work

Team collaboration

Computer skills

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, researching investments, and managing client interactions to grow relationships. This role emphasizes professionalism, accuracy, and collaborative client service.

You will work in a hybrid in-office setting, four days a week in the Redwood Shores area, with one day remote, and must hold or obtain necessary licenses swiftly.