Financial Planning Support Specialist
Listed on 2026-10-14
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Ameriprise Financial is seeking an experienced financial-planning professional to join Zoetic Wealth Management in Brookfield, WI. In this in-office role, you will support the financial-planning process, client service, account implementation and meeting preparation while developing toward greater advisory responsibility.
Required qualifications include a Bachelor’s degree in finance or related field, 3+ years in wealth management, active Series 7/66, Life/Health licenses, CFP pursuit, and
We invite applications for the Financial Planning Support Specialist position located in Town of Brookfield, WI, United States.
The advertised compensation is 75.000 - 90.000.
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 Financial Planning Support Specialist role in the description above.
We appreciate your interest in this position.
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