CFP Wealth Advisor: Build Meaningful Client Relationships
Job in
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-08-17
Listing for:
Australia-Employment
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Jobot seeks a Service Advisor - Wealth Management in Bloomington, MN to build lasting client relationships, deliver comprehensive financial planning, and guide clients with senior advisors. You will manage planning across retirement, investments, tax, and estate matters while ensuring high standards of service.
The ideal candidate holds a CFP designation, a bachelor’s degree, and 5+ years in wealth management, with proficiency in Schwab, Salesforce, Money Guide Pro , Tamarac, or Holistiplan.
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