Financial Planning Client Services Associate
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Sales, Financial Services
Ameriprise Financial Services, LLC in Boca Raton, FL is seeking a Registered Client Service Associate to support senior advisors with financial plans, portfolio materials, and client interactions. You will help prepare meetings, conduct basic investment research, and ensure accuracy in paperwork.
This role requires a Bachelor's degree and securities licenses (Series 7, S63/S66, S65/S66) or ability to obtain within 150 days, plus Life, Health, and Variable Contracts licenses.
We are currently recruiting a Financial Planning Client Services Associate for our team in Boca Raton, FL, United States.
Join Ameriprise Financial Services, LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Financial Planning Client Services Associate role at Ameriprise Financial Services, LLC, based in Boca Raton, FL, United States.
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