Senior Financial Planning Associate

1 week ago


Honolulu, Hawaii, United States Threadneedle group Full time

Are you looking for a career advancement opportunity in financial planning with a leading firm? Ameriprise Financial is a top-ranked industry leader in customer dedication. As a Senior Financial Planning Associate, you will work closely with high-producing advisors to prepare portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. You will take pride in providing personalized support every step of the way; if you excel in an environment where you can help others and make a positive impact on clients' experiences, we invite you to consider this role today.

The estimated hourly rate for this position is $26.93-$33.35/hour. Benefits include base pay, variable pay (bonus, commissions, and/or long-term incentives), and a competitive comprehensive benefits program supporting all aspects of your health and well-being.



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