Financial Planning Support Specialist

00015 Ameriprise Financial Services, LLC.; Scottsdale (AZ); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Ameriprise Financial Services, LLC. is looking for a Registered Client Service Associate to support advisors with client meetings, financial plans, and account activities in a hybrid office setting in Scottsdale, AZ.

The role requires 3–5 years of experience, relevant licenses, and strong analytical and organizational skills to manage multiple client relationships and processes efficiently.

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 oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and work independently.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software 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, 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 new business paperwork submission including forms, obtain signatures, prepare documentation to send to home office, track new insurance applications and coordinate 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 management reports, prepare routine client correspondence, support for closes, setup of client files, copy and new business correspondence and alerts.

Skills

Client service

Detail oriented

Math skills

Analytical skills

Organization

Time management

Communication

Teamwork

Problem-solving

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC. is looking for a Registered Client Service Associate to support advisors with client meetings, financial plans, and account activities in a hybrid office setting in Scottsdale, AZ.

The role requires 3–5 years of experience, relevant licenses, and strong analytical and organizational skills to manage multiple client relationships and processes efficiently.