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Tampa International Airport, Aviation Authority

Tampa, Florida

Florida Public Service Commission

Tallahassee, Florida

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BMSS Advisors & CPAs

Birmingham, Alabama

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Crawford Investment Counsel

Atlanta , Georgia

Schultz Financial Group, Inc.

Newport Beach, California

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Bonneville Environmental Foundation (BEF)

Portland, Oregon

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Bonneville Environmental Foundation (BEF)

Portland, Oregon

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Covenant Living Communities and Services

Skokie, Illinois

Protected Tomorrows, A Simplicity Company

Lincolnshire, Illinois

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1891 Financial Life

Schaumburg, Illinois

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Palm Tree

Chicago, Illinois

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Northeast Planning Associates

Newburyport, Massachusetts

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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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