layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Client Service Associate / Paraplanner
Ameriprise
Charlotte, North Carolina; 000130 CHARLOTTE
Source: Ameriprise careers · View original posting
- Employment
- full time
Employer job description
From Ameriprise's posting. “We” and “our” refer to the employer.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Position Overview
Join a growing, client-focused wealth management practice and become an integral part of a collaborative advisory team. This position combines the responsibilities of a licensed Client Service Associate with those of a Paraplanner, providing both operational support and financial planning assistance to lead advisors.
The ideal candidate is licensed, highly organized, service-oriented, and interested in developing deeper expertise in financial planning. This individual will play a key role in delivering an exceptional client experience by supporting client relationships, assisting with financial plans, handling service requests, and coordinating follow-up tasks that help clients achieve their financial goals.