Wealth Planning Associate: Client Service & Paraplanner
Listed on 2026-10-07
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Wealth Management
Ameriprise Financial’s Charlotte wealth management practice seeks a dedicated licensed Client Service Associate / Paraplanner. You will support lead advisors, manage client service tasks, prepare planning analyses, and help deliver a high-quality client experience.
The role involves gathering client data, using Money Guide Pro for planning, attending client meetings, and assisting with developing and presenting financial plan recommendations alongside advisors.
The Wealth Planning Associate:
Client Service & Paraplanner role at Threadneedle group is now open for applications in Charlotte, NC, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Charlotte, NC, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 60.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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