Financial Planning Support Specialist
Listed on 2026-10-18
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Finance & Banking
Business Administration, Finance Assistant
Ameriprise Financial in Hingham, MA is seeking a Registered Client Service Associate to support top advisors by preparing portfolio materials, performing research, and coordinating client meetings. This role emphasizes analytical skills, accuracy, and a client‑centric approach.
The successful candidate will manage scheduling, prepare new business paperwork, assist with marketing initiatives, and handle routine administrative tasks while pursuing required licenses (Series 7, S63/S66, S65/S66)
This is a strong opportunity to take on the Financial Planning Support Specialist role at Threadneedle group.
This opportunity is part of our work in Finance.
The advertised compensation is 64.000 - 88.000.
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 Financial Planning Support Specialist role in the description above.
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