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Financial Planning Support Specialist

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Threadneedle group
Full Time position
Listed on 2025-12-13
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services
Job Description & How to Apply Below
A leading financial services firm located in Phoenix, AZ, is seeking a Registered Client Service Associate to support high-producing advisors. This role involves preparing portfolio materials, managing client interactions, and conducting investment research. Candidates should have a Bachelor's degree and 3-5 years of relevant client service experience. Strong analytical and organizational skills are essential, along with the ability to work independently.

Join this dynamic company to develop your career in financial planning.
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