Financial Planning Client Services Associate
Threadneedle group
Ameriprise Financial's Ameriprise Advisor Group in Dublin, OH is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and coordinating client interactions. The role emphasizes client focus and in-person collaboration. The position requires a Bachelor's degree, 3–5 years of relevant experience, the Series 7 or ability to obtain within 150 days, state registrations (S63/S66, S65/S66), and Life/Health licenses #J-18808-Ljbffr Threadneedle group
Vacancy posted 2 days ago
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