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Financial Planning Client Services Associate

Job in Northern, Floyd County, Kentucky, USA
Listing for: Threadneedle group
Full Time position
Listed on 2026-08-21
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Northern

Ameriprise Financial in Monterey, CA is seeking a client-service oriented professional to support the Ameriprise Advisor Group. The role involves assisting advisors in servicing clients, preparing financial plans, conducting investment research, and processing trades and transactions.

You will also coordinate meetings, manage new business paperwork, and support marketing events and administrative duties in a collaborative, in-office environment.

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Position Requirements
10+ Years work experience
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