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Part Time Finra Series 3 Jobs (NOW HIRING)

Ameriprise Financial

Client Services Specialist

Cranston, RI · On-site

$55K - $60K/yr

... Series 7 and 66 Job Type: Part-time Pay Rate: $55,000 - $60,000 Application Requirement Please ... There are three reasons why we require a cover letter as part of the application process: a. This ...

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Ameriprise Financial

Client Services Specialist

Cranston, RI · On-site

$55K - $60K/yr

... Series 7 and 66 Job Type: Part-time Pay Rate: $55,000 - $60,000 Application Requirement Please ... There are three reasons why we require a cover letter as part of the application process: a. This ...

New

Ameriprise Financial

Client Services Specialist

Cranston, RI · On-site

$55K - $60K/yr

... Series 7 and 66 Job Type: Part-time Pay Rate: $55,000 - $60,000 Application Requirement Please ... There are three reasons why we require a cover letter as part of the application process: a. This ...

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As of Aug 8, 2026, the average yearly pay for part time finra series 3 in the United States is $95,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,500.00 and $110,500.00 per year, depending on experience, location, and employer.
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Part Time Finra Series 3 jobs near you

Client Services Specialist

Ameriprise Financial

Cranston, RI • On-site

$55K - $60K/yr

Part-time

Posted 3 days ago

New

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 150 rated financial services

Job description

Benefits:
  • Opportunity to move to full-time
  • Flexible schedule
  • Opportunity for advancement

Description:

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston office and can lead to a full-time opportunity for the right candidate.
Responsibilities:

Client Care

·        Review, prepare documents and update client information as needed for client review meetings
·        Manage and resolve client service problems
·        Perform other allowable duties as assigned by the financial advisor(s)
·        Set up and maintain client management system
·        Call clients or prospects to set up meetings or appointments
·        Assist with coordination of client appreciation events and seminars
·        Assist with client mailings
Business Processing

·        Work with home office to ensure accurate account setup and resolve issues
·        Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
·        Maintain files and records in accordance with the records retention policy
Qualifications:

Must haves

·        Strong analytical, verbal communication, and writing skills
·        Strong attention to detail, positive attitude and desire to learn
·        An interest in financial planning, client service and investment management
·        Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
·        Ability to work independently
·        Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
·        High School Diploma, or equivalent
Nice to Haves

·        Bachelor’s Degree
·        Series 7 and 66
Job Type: Part-time
Pay Rate:  $55,000 - $60,000
Application Requirement

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

  • Describe your current work situation and why you are applying for this role.
  • What interested you in this role?
  • What specific skills do you possess that will help you succeed?
  • Describe your experience that relates to this position. 
  • Confirm you saw the pay rate for this position and that it meets your expectations. 
  • Why should we hire you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

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.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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