Job Description
Benefits:
Join a team dedicated to helping clients achieve financial confidence and success. We are a registered investment advisor firm focused on holistic wealth management committed to delivering personalized strategies and exceptional service. Our mission is to empower individuals and families to make informed financial decisions that align with their goals and values.
General Information
Position Overview
As the Client Service Specialist, you will play a vital role in supporting a senior CFP advisor and ensuring an exceptional client experience. You’ll mana...
- Dental insurance
- Health insurance
- Paid time off
Join a team dedicated to helping clients achieve financial confidence and success. We are a registered investment advisor firm focused on holistic wealth management committed to delivering personalized strategies and exceptional service. Our mission is to empower individuals and families to make informed financial decisions that align with their goals and values.
General Information
Location: Golden Valley, MN
Start Date: ASAP
Schedule: Monday-Friday 8am-4:30pm
Position Overview
As the Client Service Specialist, you will play a vital role in supporting a senior CFP advisor and ensuring an exceptional client experience. You’ll mana...
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