Licensed Senior Client Concierge
Ameriprise Financial - Wellesley, MA

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Wellesley MA - Financial Adivosr seeking fulltime licensed Senior Client Concierge to assist with financial planning, all areas of client service including complex case management and problem solving, as well as other areas of service within the practice. License requirements include Series 7, 66 and MA Life/Health. Must be highly organized and have strong attention to detail. Effective communication skills a must. Time management skills will be necessary to succeed in this role.

Salary: $52,000 - $70,000 Yearly


Indeed - 20 months ago - save job - block
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It's no surprise that Ameriprise Financial is a leading provider of financial advice. The company offers financial planning, products,...