Wealth Planning Coordinator
Job in
Calabasas, Los Angeles County, California, 91302, USA
Listed on 2026-08-10
Listing for:
Ameriprise-Financia
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Ameriprise-Financia is seeking a Financial Planning Specialist in Calabasas, CA. This position supports Financial Advisors by managing workflows and enhancing client engagement. The ideal candidate will be detail-oriented and proactive, ensuring clients receive exceptional service.
Key responsibilities include maintaining client information, preparing planning reports, and assisting with financial planning tasks. A Bachelor's degree and relevant experience are preferred. Join a team committed to professional development and client success.
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