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University of Houston

Houston, Texas

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Sincerus Advisory

New York, New York

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Kodiak Building Partners

Englewood, Colorado

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Whelan Financial

Fresno, California

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Holt Electric Supply

St. Louis, Missouri

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Liberty Capital Strategists, Inc.

Santa Ana, California

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J-PAL North America at MIT

Cambridge, Massachusetts

AIDS Foundation Chicago

Chicago, Illinois

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Walker Macy LLC

Portland, Oregon

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Client Service Associate I
Position Description:   -Step into an instrumental role. Help in the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a private wealth advisory practice of Ameriprise Financial.   -Assist financial advisors in clerical and sales support with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing


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