More jobs:
Wealth Manager: Client-Focused Financial Planning & Risk
Job in
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-06-15
Listing for:
CX Institutional LLC
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Financial Advisor
Job Description & How to Apply Below
CX Institutional LLC in Bloomington, MN seeks a Wealth Manager to provide top-notch financial planning and relationship management services to clients. This role involves working closely with clients to understand their financial goals, performing risk audits, and ensuring compliance with fiduciary standards.
The ideal candidate will have at least 5 years of experience in wealth management, possess a CFP certification, and offer exceptional interpersonal skills to build trust with clients.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×