Financial Planning Support Specialist

RiverSource Life Insurance Company; San Diego (CA); On-site; USD 44,000 - 61,000; Full time

Benefits offered by this job

Health, dental and life insurances

401(k)

Vacation and sick time

Bonus eligibility

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing client materials, building financial plans, and managing client interactions to deepen relationships. The role emphasizes in-person collaboration and a client-centric service model.

The position requires a bachelor’s degree, 3–5 years of relevant experience, and licenses (or ability to obtain) Series 7, S63/S66, S65/S66, and Life/Health/Variable Contracts.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience required.
• 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.

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, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• 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, preparing routine client correspondence, and setting up client files.

Skills

Client service experience

Analytical skills

Time management

Communication skills

Attention to detail

Multitasking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

CRM systems

Data entry

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing client materials, building financial plans, and managing client interactions to deepen relationships. The role emphasizes in-person collaboration and a client-centric service model.

The position requires a bachelor’s degree, 3–5 years of relevant experience, and licenses (or ability to obtain) Series 7, S63/S66, S65/S66, and Life/Health/Variable Contracts.