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Wealth Planning Client Services Specialist — Path
Job in
Folsom, Sacramento County, California, 95630, USA
Listed on 2026-07-14
Listing for:
Ameriprise Financial - California
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Arete Wealth Planning in Folsom, California, seeks a detail-oriented Client Service Specialist to support the financial planning team and client services. The role offers hands-on experience across planning, investment management, and operations with mentorship and a clear growth path toward paraplanner and advisor responsibilities.
The ideal candidate enjoys working with numbers, solving problems, and communicating effectively, and is motivated to build a long-term career in wealth management
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