Hybrid Client Service & Financial Planning Associate
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors. You will prepare financial plans, research investments, and help manage client meetings and follow-up. In-office collaboration is emphasized in a hybrid model.
The role requires 3–5 years of client-service experience, a Bachelor’s degree or equivalent, and licenses or the ability to obtain Series 7, S63/S66, S65/S66, plus life/health licenses within the stated timelines.
Are you ready to take on the Hybrid Client Service & Financial Planning Associate role at Threadneedle group?
This is a genuine role to take on the Hybrid Client Service & Financial Planning Associate role at Threadneedle group.
As a Hybrid Client Service & Financial Planning Associate, you will play an important part at Threadneedle group in Old Saybrook, CT, United States.
We invite applications for the Hybrid Client Service & Financial Planning Associate position located in Old Saybrook, CT, United States.
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