Financial Planning Support Specialist (Hybrid)

Ameriprise Financial; Vancouver (WA); On-site; USD 58,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) program

Competitive benefits

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. At Ameriprise Financial, we take pride in delivering a personalized, client-focused experience and fostering a collaborative environment.

This role requires a Bachelor's degree, 3–5 years of experience, and relevant FINRA licenses or the ability to obtain them within 150 days;

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 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 in a client service environment.
• Detail oriented with strong math and analytical skills.
• Able to communicate across levels and work with a team.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings, manage scheduling, data entry, and follow-up.
• Prepare for and coordinate new business paperwork and insurance applications, including forms and sign-offs.
• Coordinate marketing events, craft compliance documentation, and manage event reimbursements.
• Provide general administrative support such as handling calls, expense reports, client correspondence, and file setup.

Skills

Client service experience

Analytical skills

Strong math

Communication skills

Detail oriented

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. At Ameriprise Financial, we take pride in delivering a personalized, client-focused experience and fostering a collaborative environment.

This role requires a Bachelor's degree, 3–5 years of experience, and relevant FINRA licenses or the ability to obtain them within 150 days;