Client Service Associate — Financial Planning
Listed on 2026-10-20
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management, Financial Services
Ameriprise Financial is seeking a Registered Client Service Associate in San Jose to support high-producing advisors with financial planning materials, meeting coordination and client relationship development. You will prepare plans, conduct investment research, and process trades while ensuring compliance and accurate documentation.
The role requires a Bachelor's degree or equivalent, 3–5 years’ relevant experience, and active or soon-to-be securities licenses.
Join us at Threadneedle group as our next Client Service Associate — Financial Planning in San Jose, CA, United States.
Consider building your career as a Client Service Associate — Financial Planning at Threadneedle group.
The Client Service Associate — Financial Planning position in the Finance, Sales field is open for applications.
We have an opening for a Client Service Associate — Financial Planning in San Jose, CA, United States within Finance, Sales.
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