Hybrid Client Service & Financial Planning Associate
Listed on 2026-11-05
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance -
Insurance
Financial Advisor / Consultant, Financial Sales, Banking & Finance
River Source Life Insurance Company in Newton, MA is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships.
The role requires a bachelor’s degree, 3–5 years of relevant experience, licenses or ability to obtain Series 7, S63/S66, S65, life, accident and health licenses, and strong math, analytical, and organizational skills.
As a Hybrid Client Service & Financial Planning Associate, you will play an important part at River Source Life Insurance Company in Newton, MA, United States.
This role, Hybrid Client Service & Financial Planning Associate at River Source Life Insurance Company, could be your next career step.
Are you ready to take on the Hybrid Client Service & Financial Planning Associate role at River Source Life Insurance Company?
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