Financial Planning Support Specialist

Ameriprise Financial Services, LLC; Hingham (MA); Hybrid; USD 64,000 - 88,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Dental insurance

Life insurance

Paid time off

Job summary

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors in preparing financial plans, client meetings, and portfolio materials. You will help manage client interactions and drive relationships with a client-centric approach.

The role emphasizes in-office collaboration, with at least four days per week in the office and one day optional work-from-home. A base salary ranges with eligibility for bonus, and a robust benefits program.

Qualifications

• Bachelor’s degree or equivalent.
• 3–5 years of 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 working in a client service environment.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities and work with minimal supervision.
• Able to communicate with all levels; team orientation.

Responsibilities

• Assist advisor in servicing clients, preparing financial plans, research, and completing trades and transactions.
• Prepare and summarize client meetings, schedule and confirm meetings, enter data, build the agenda and follow-up.
• Prepare new business paperwork, obtain signatures, coordinate to home office, track insurance applications and rollovers.
• Coordinate marketing events, craft compliance documentation, manage event marketing reimbursements.
• Provide general administrative duties such as phone coverage, expense reports, client correspondence, and file setup.

Skills

Client service

Analytical skills

Time management

Communication

Detail oriented

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors in preparing financial plans, client meetings, and portfolio materials. You will help manage client interactions and drive relationships with a client-centric approach.

The role emphasizes in-office collaboration, with at least four days per week in the office and one day optional work-from-home. A base salary ranges with eligibility for bonus, and a robust benefits program.