AIS Planning is hiring a Client Service Associate and Compliance Administrator for a blended role covering client service support and compliance administration for the Chief Compliance Officer.
Published
Signal category
People
Quote
“We're looking for a Client Service Associate & Compliance Administrator — a blended role covering client service support (working directly with our Retirement Plan and Wealth Management teams) alongside compliance administration for our Chief Compliance Officer.”
— AIS Planning team
Company
AIS Planning
Plan your tomorrow. Enjoy your today.
- Industry
- Financial Services
- Location
- St. Cloud, US
- Company size
- 10 employees
AIS Planning works with motivated Individuals/Couples that value an unbiased, independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about; as well as business owners and non-profits that genuinely care about their employees' financial well-being. Through thoughtful questions and careful listening, we guide wise decisions that execute a financial plan for achieving what our clients want in the future while enjoying their today. Our commitment to our clients is that we act in their best interest - always!
Founded 1999