Hybrid Client Service & Financial Planning Associate

Threadneedle group; Old Saybrook (CT); Hybrid; USD 60,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors. You will prepare financial plans, research investments, and help manage client meetings and follow-up. In-office collaboration is emphasized in a hybrid model.

The role requires 3–5 years of client-service experience, a Bachelor’s degree or equivalent, and licenses or the ability to obtain Series 7, S63/S66, S65/S66, plus life/health licenses within the stated timelines.

Qualifications

• Bachelor's degree or equivalent is required.
• 3–5 years relevant client-service experience preferred.
• Must obtain Series 7 and state registrations within a defined period.
• Licenses for life, health, and variable contracts preferred.

Responsibilities

• Assist advisor by preparing financial plans and research.
• Schedule meetings, manage data entry, and prepare meeting summaries.
• Coordinate new business paperwork and compliance forms.
• Support marketing events and client communications.

Skills

Client service

Analytical skills

Time management

Communication skills

Education

Bachelor's degree or equivalent

Series 7 license

State securities agent registration (S63 or S66)

State IAR registration (S65 or S66)

Life, Accident, and Health licenses

Tools

Microsoft Office

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors. You will prepare financial plans, research investments, and help manage client meetings and follow-up. In-office collaboration is emphasized in a hybrid model.

The role requires 3–5 years of client-service experience, a Bachelor’s degree or equivalent, and licenses or the ability to obtain Series 7, S63/S66, S65/S66, plus life/health licenses within the stated timelines.