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Client Service Associate - Path to Financial Advisor

Job in Evanston, Cook County, Illinois, 60208, USA
Listing for: Ameriprise Financial
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 65000 - 100000 USD Yearly USD 65000.00 100000.00 YEAR
Job Description & How to Apply Below

Tourmaline Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Chicago, IL, seeks a Client Service Associate to support a fast-paced private wealth practice. The role focuses on client contact, meeting preparation, and daily operations to ensure client satisfaction.

This position requires a Bachelor’s degree and 2–5 years in client service, with the ability to pursue securities licenses (Series 7, Series 66) and life/health licenses within 150

Are you ready to take on the Client Service Associate
- Path to Financial Advisor role at Ameriprise Financial?

The advertised compensation is 65..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Client Service Associate
- Path to Financial Advisor role in the description above.

Position Requirements
10+ Years work experience
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