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Advisor Support Specialist – Financial Planning

Job in West Des Moines, Polk County, Iowa, 50265, USA
Listing for: Threadneedle group
Full Time position
Listed on 2026-07-03
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Threadneedle group in West Des Moines seeks a Registered Client Service Associate to support high-producing advisors. The role includes preparing financial plans, managing client interactions, and conducting investment research.

Candidates should have 3-5 years of experience in a client service role, possess a Bachelor’s degree, and be able to obtain relevant certifications. This full-time position offers the chance to advance your career in a leading financial firm.

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