Financial Planning Support Specialist

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

Job summary

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials for client meetings, building financial plans, and managing client interactions to deepen relationships. The role emphasizes in-person collaboration with a client-centric, relationship-based approach.

In-office collaboration is required most weeks, with some flexibility for a remote day.

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 & Variable Contracts or ability to obtain within 150 days.
• Experience in a client service environment.
• Detail orientation, strong math and analytical skills.
• Able to manage multiple priorities with minimal supervision.

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 is submitted, including forms, signatures, and documentation for home office, tracking insurance applications and coordinating rollovers.
• Coordinate marketing events, craft marketing compliance documentation and manage event reimbursements.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing client correspondence, and setting up client files.

Skills

Client service

Communication skills

Analytical skills

Time management

Organizational skills

MS Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials for client meetings, building financial plans, and managing client interactions to deepen relationships. The role emphasizes in-person collaboration with a client-centric, relationship-based approach.

In-office collaboration is required most weeks, with some flexibility for a remote day.