Financial Planning Support Specialist

Ameriprise Financial; Scottsdale (AZ); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work arrangement

In-office collaboration

Job summary

Ameriprise Financial in Scottsdale, AZ seeks a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, conduct investment research, and manage client interactions to deepen relationships.

The role requires licenses or the ability to obtain them within 150 days, strong organization, and effective communication in a client-service environment. You will work in a client-centric, relationship-based team with in-office collaboration four days per

Qualifications

• Bachelor's degree or equivalent required.
• 3–5 years of relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63/S66) or ability to obtain within 150 days.
• State IAR registration (S65/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 and strong organizational skills.
• Detail oriented with good math and analytical abilities.
• Able to manage multiple priorities and communicate across levels.
• Process oriented and able to work with a team; strong computer skills.
• Visa sponsorship may be required; ability to obtain necessary authorizations.

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 summaries.
• Prepare and ensure new business paperwork is submitted; obtain signatures and coordinate rollovers and insurance applications.
• Coordinate marketing events with compliant documentation and reimbursements.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, and managing client files.

Skills

Client service experience

Analytical skills

Detail oriented

Strong math skills

Communication skills

Time management

Team collaboration

Education

Bachelor's degree or equivalent

Tools

MS Office Suite

CRM software

Job description

Ameriprise Financial in Scottsdale, AZ seeks a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, conduct investment research, and manage client interactions to deepen relationships.

The role requires licenses or the ability to obtain them within 150 days, strong organization, and effective communication in a client-service environment. You will work in a client-centric, relationship-based team with in-office collaboration four days per