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Financial Planning Client Service Associate

Job in Elizabethtown, Hardin County, Kentucky, 42701, USA
Listing for: 00015 Ameriprise Financial Services, LLC.
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 42000 - 62000 USD Yearly USD 42000.00 62000.00 YEAR
Job Description & How to Apply Below

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. You will help prepare meetings, enter data, and follow up to ensure a smooth client experience.

A bachelor’s degree and the ability to obtain required licenses are required, with experience in a client service role and strong analytical skills.

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Position Requirements
10+ Years work experience
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