Licensed Client Services Associate, Financial Planning
New York, USA
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate in New York to support high-producing advisors. You will prepare portfolio materials, assist with financial plans, and manage client interactions to deepen relationships.
The role requires a Bachelor's degree, 3–5 years of experience, and securities licenses or the ability to obtain them within 150 days. In-office collaboration is common with some remote work flexibility.
The following role is for a Licensed Client Services Associate, Financial Planning with Ameriprise Financial Services, LLC.
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 Licensed Client Services Associate, Financial Planning role in the description above.
We appreciate your interest in this position.
Join Ameriprise Financial Services, LLC and contribute to our ongoing work.
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