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Financial Planning Support Specialist

Job in Florham Park, Morris County, New Jersey, 07932, USA
Listing for: Ameriprise Financial Services, LLC
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services firm located in Florham Park, NJ is seeking a Registered Client Service Associate to provide dedicated support to high‑producing advisors. The role involves preparing portfolio materials for client meetings, leveraging analytical skills to assist in financial planning, and ensuring exceptional service is delivered to clients. Candidates should have a Bachelor’s degree, 3-5 years of relevant experience, and strong organizational capabilities.

A robust benefits program is included, promoting health and well-being.
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