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Financial Planning Support Specialist

Job in Lake Charles, Calcasieu Parish, Louisiana, 70612, USA
Listing for: Threadneedle group
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Louisiana is seeking a Registered Client Service Associate to support high-producing advisors. Responsibilities include preparing financial plans, scheduling client meetings, and ensuring effective communication and follow-up with clients. Candidates should possess a Bachelor's degree, 3-5 years of relevant experience, and strong analytical skills.

This role offers opportunities for career advancement within an industry-leading organization committed to client service and satisfaction.
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