Capital Roles

Ameriprise

Operations and Financial Planning Specialist

Allentown, PA · Unclassifieds · Posted Oct 22, 2026

Excerpt from Ameriprise's posting

We are seeking an experienced Operations and Financial Planning Specialist to join our growing financial advisory practice. This in-office position plays a key role in supporting client service, portfolio management, financial planning, and day-to-day business operations.

Read the full description on Ameriprise's site (opens in a new tab)

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