Licensed Junior Client Concierge
Ameriprise Financial - Wellesley, MA

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To assist the Financial Advisor with financial planning, all areas of client service including general 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.

Pay range is $45-$54K


Indeed - 2 years ago - save job
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It's no surprise that Ameriprise Financial is a leading provider of financial advice. The company offers financial planning, products,...