Associate Financial Advisor (Servicing Advisor)
About Us
Our warm, client-centered wealth advisory practice is looking for a dedicated Servicing Advisor to join our growing financial planning team. As part of an independent Ameriprise Financial franchise, you’ll play a key role in nurturing existing client relationships, supporting financial planning work, and ensuring a smooth, high-quality client experience.
If you love helping people feel confident about their financial future—and you’re excited to grow your advisory career in a supportive, professional environment—you’ll feel right at home here.
Position Overview
In this role, you’ll work closely with clients and the lead advisor to deliver exceptional service and ongoing financial guidance. You’ll prepare financial plans, manage follow-up items, support investment recommendations, and handle day-to-day client needs. You’ll also contribute to practice operations, client communication, and engagement activities.
This is an excellent opportunity for someone who wants to deepen their advisory expertise, build trusted client relationships, and grow into a meaningful long-term role.
Key Responsibilities
- Serve as a primary point of contact for existing clients and support their ongoing planning needs
- Prepare meeting materials, gather data, and manage follow-up action items
- Assist with case analysis and create financial planning deliverables
- Help implement investment recommendations and process transactions
- Maintain accurate and detailed client records
- Support client communication, marketing initiatives, and engagement events
- Respond to client emails, calls, and service requests with efficiency and care
- Ensure compliance with regulatory and Ameriprise standards
Required Qualifications
- College degree
- 2+ years of relevant experience
- Industry licenses: Series 7, Series 66, and insurance
- Excellent communication and client-service skills
- Strong organization, accuracy, and follow-through
- Professional presence and high attention to detail
- Ability to work independently and maintain confidentiality
- Background check required
Ideal Candidate
- Relationship-oriented and genuinely enjoys helping clients
- Comfortable discussing planning concepts in clear, everyday language
- Proactive, resourceful, and eager to grow professionally
- Excels at managing multiple priorities with calm and confidence
Benefits
- PTO
- Retirement Plan
- Long-Term Disability
Job Type: Full-time
Schedule: Monday to Friday
Work Location: In person
Visit our website: www.ameripriseadvisors.com/denise.a.palmer
We are an equal opportunity employer and highly value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Job Type: Full-time
Pay: $62,000.00 - $68,000.00 per year
Benefits:
Work Location: In person
