Financial Planning Support Specialist

Ameriprise Financial Services, LLC; Chesterfield (MO); On-site; USD 60,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to provide dedicated support to high-producing advisors by preparing portfolio materials for client meetings, and by building financial plans with strong analytical skills.

In this role you will manage client interactions, prepare new business paperwork, coordinate meetings, and help with marketing events while maintaining compliance and top-tier client service.

Qualifications

• Bachelor's degree or equivalent required.
• 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.
• State IAR registration or ability to obtain within 150 days.
• Licenses: Life, Accident, and Health & Variable Contracts or ability to obtain within 150 days.
• Experience in a client service environment.
• Strong math, analytical, organizational and time-management skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to the advisor and providing follow-up.
• Prepare and ensure new business paperwork submitted including forms, signatures, documentation to home office, tracking insurance applications and coordinating rollovers.
• Prepare for and coordinate marketing events including crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, prepare routine client correspondence, support for closes, set up client files, and alerts.

Skills

Client service experience

Analytical skills

Organization & time management

Communication across levels

Team collaboration

Detail oriented

Strong math

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to provide dedicated support to high-producing advisors by preparing portfolio materials for client meetings, and by building financial plans with strong analytical skills.

In this role you will manage client interactions, prepare new business paperwork, coordinate meetings, and help with marketing events while maintaining compliance and top-tier client service.