Benefits:

401(k)

401(k) matching

Paid time off

Training & development

Are you passionate about helping people achieve financial confidence? Join Reliant Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, located at the Oakway Center in Eugene, OR. Our team is built on strong client relationships and a commitment to delivering expert financial planning. We’re looking for a detail-oriented and client-focused professional to join our growing team.

Key Responsibilities:

Deliver exceptional client service via phone, email, and in person

Handle a fast-paced workflow of service tasks with accuracy and timeliness

Respond to client questions and provide information, insight, and recommendations to increase efficiency and utilization of various tools

Maintain client management system in Salesforce

Process financial transactions and service requests

Support advisors during client meetings

Qualifications & Skills:

Securities licenses: SIE, Series 7, Series 66 (Preferred)

Education: Bachelors (Required)

Prior experience in the financial services preferred

Strong attention to detail and interpersonal skills

Proficiency with CRM systems (Salesforce preferred)

Ability to learn and adapt in a fast-paced environment

What We Offer You:

Competitive salary

Licensed Client Service Specialist: $65,000-$75,000/year

Non-Licensed Client Service Coordinator: $55,000-$65,000/year

Bonus Potential

401(k) Retirement Saving Plan with matching and profit sharing

$400 monthly health care stipend

Generous PTO: 3 weeks paid vacation + 9 Paid holidays

Summer Fridays - reduced hours

Professional development support

If you're ready to grow your career in a supportive and client-focused environment, we’d love to hear from you. Apply today and become part of a team that values integrity, collaboration, and excellence. Check us out: https://www.ameripriseadvisors.com/team/reliant-wealth-advisors/financial-advice-team/

Job Type: Full-time Work Location: In person Requirements: Background Check