Client Services & Financial Planning Associate
Listed on 2026-11-04
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Finance & Banking
Financial Sales, Financial Services, Bank Customer Service, Banking & Finance
Ameriprise Financial Services, LLC in Monterey, CA is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and guiding client interactions to strengthen relationships.
The role requires 3–5 years of client service experience, FINRA licenses or ability to obtain within 150 days, and strong analytical and math skills. You will work in-office five days a week and contribute to a collaborative team.
Are you ready to take on the Client Services & Financial Planning Associate role at 00015 Ameriprise Financial Services, LLC.?
This opportunity is part of our work in Finance.
The advertised compensation is 43.000 - 53.000.
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 Client Services & Financial Planning Associate role in the description above.
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