Financial Planning Support & Client Advisory

Ameriprise Financial Services, LLC; Henderson (NV); On-site; USD 50,000 - 70,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, researching investments, and managing client interactions to deepen relationships. This role emphasizes client service, accuracy, and teamwork in a fast-paced environment.

You will assist with meeting preparation, data entry, and documentation while coordinating new business paperwork and regulatory requirements.

Qualifications

• Bachelor's degree or equivalent is required.
• 3–5 years of relevant experience in financial services.
• Series 7 or ability to obtain within 150 days; state registrations (S63/S66) or ability to obtain within 150 days.

Responsibilities

• Assist advisors by preparing financial plans, conducting investment research and completing trades as directed by the advisor.
• Prepare and summarize client meetings by scheduling meetings, entering data into the contact manager, building the agenda and meeting summaries, and following up.
• Ensure new business paperwork is submitted efficiently, including forms and documentation for home office submission, signatures, and rollover coordination.
• Coordinate marketing events including planning, vendor contact, finalizing details, and managing compliance documentation and reimbursements.
• Perform general administrative duties such as answering phones, processing expense reports, preparing client correspondence, and supporting closes and new business communications.

Skills

Client service

Analytical skills

Communication skills

Time management

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, researching investments, and managing client interactions to deepen relationships. This role emphasizes client service, accuracy, and teamwork in a fast-paced environment.

You will assist with meeting preparation, data entry, and documentation while coordinating new business paperwork and regulatory requirements.