Destava

Financial Planning Assistant

Ameriprise Financial Services is hiring for Financial Planning Assistant in Melville, New York. Junior level, $55k–$75k a year stated. First seen November 4, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Ameriprise Financial Services
Where
Melville, New York
Level
Junior
Pay stated
$55k–$75k a year
First seen
November 4, 2026
Listed via
Workday

What the posting says

This position is with an Ameriprise Financial Franchise owner. Job Description Position Overview: We are seeking a detail-oriented and motivated Financial Planning Assistant to join a fast-paced, collaborative financial advisory practice. This position offers an excitant opportunity to contribute directly to the financial planning process white supporting f financial advisors in delivering a thoughtful and personalized client experience. The Financial Planning Assistant with gather and organize client information, support the preparation of preliminary financial plans, develop client meeting…

Read more and apply on Ameriprise Financial Services' site

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