Advisor Support & Financial Planning Associate

Threadneedle group in the Town of Florida, NY is seeking a Registered Client Service Associate to support high-producing advisors in providing dedicated client service. Responsibilities include preparing financial plans, managing client interactions, and coordinating marketing events. The ideal candidate should have a bachelor's degree and 3-5 years of relevant experience in a client service environment. Strong analytical and organizational skills are required, along with the ability to obtain necessary licenses within 150 days.
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