Client-Focused Registered Financial Services Associate
Job in
Monterey, Monterey County, California, 93941, USA
Listed on 2026-08-08
Listing for:
00015 Ameriprise Financial Services, LLC.
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Ameriprise Financial is seeking a Registered Practice Associate to support a segment of advisors in service, sales, and client engagement. The role involves preparing financial plans, conducting investment research, and ensuring timely processing of client requests.
You will work to uphold firm guidelines, obtain required licenses (Series 7, S63/S66, S65, life/health licenses), and participate in practice events. This is a full-time, on-site position within the Ameriprise Advisor Group network.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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