More jobs:
Wealth Planning Advisor Client Relationships; CFP
Job in
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-09-06
Listing for:
Jobot
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Jobot is seeking an experienced Service Advisor to nurture lasting client relationships in a collaborative wealth management setting. You will deliver holistic financial planning, advise on retirement, tax, and estate considerations, and partner with senior advisors to provide proactive service.
Ideal candidates have 5+ years in wealth management, CFP designation, and strong communication in a hybrid environment. The role offers a competitive salary and benefits package with growth opportunities.
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