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Financial Planning Support Specialist

Job in Monterey, Monterey County, California, 93941, USA
Listing for: Threadneedle group
Full Time position
Listed on 2025-11-30
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services company in Monterey, California, is seeking a Registered Client Service Associate. The role involves providing dedicated support to advisors, preparing financial plans, and enhancing client relations. Candidates should have a Bachelor's degree, 3-5 years of relevant experience, and strong analytical skills. A competitive pay structure and comprehensive benefits package are offered. This is a full-time, non-exempt position.
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