Ameriprise Financial
Client Service Specialist
La Jolla, California · Mid · Part-time
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odds of building a lasting career here
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
Personalize to your clock →H-1B wage level
the lottery is wage-weighted — each level is one more entry
The bottom of this range ($45,000) is below the Level I prevailing wage of $52,499. An H-1B cannot be filed below the prevailing wage, so an offer at the floor of this band could not be sponsored as posted.
DOL prevailing wage, 2026-27 wage year · Financial Specialists, All Other (13-2099) · Bakersfield-Delano, CA. Wage level is derived by USCIS from the offered wage, occupation and worksite; the occupation shown is inferred from the job title.
Employer immigration record
from this employer's Department of Labor filings
Green-card follow-through: 42%
Files H-1B transfers
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
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About the role
- Help conduct the smooth operation of a growing financial planning office.
- Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.
- Assist financial advisors and associate financial advisors in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice.
Responsibilities
- This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.
- Maintain files and records in accordance with the records retention policy
- Maintain client management system
- Perform other allowable duties as assigned by the financial advisors
- Provide insight and recommendations to effectively use key tools that help lead to results in practice
- Ability to support and provide guidance for compliance within the advisor's practice
Requirements
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- College degree or higher
Compensation
- The salary will be 45K- 65K / year
Benefits
- Already have or ability to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
Company info
- At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.
- We celebrate the unique qualities and reward the contributions of our talented, passionate employees.
- If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
- This position is with an Ameriprise Financial Franchise owner.
Equal opportunity
- Ameriprise Financial is an equal opportunity employer.
- If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Visa & Work Authorization
- age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law
This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.