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Financial Planning Client Services Specialist
Job in
Folsom, Sacramento County, California, 95630, USA
Listed on 2026-07-16
Listing for:
Ameriprise-Financia
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Arete Wealth Planning in Folsom, CA is seeking a Client Service Specialist to support the financial planning team with client service needs, data gathering, and account maintenance. The role emphasizes accuracy, problem solving, and a long‑term career in wealth management.
You will assist with preparing materials, analyzing information, and coordinating with the team on investment and reporting tasks, while building your licensing journey and professional development with mentorship.
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