Client-Driven Operations Specialist in Wealth Advisory
Listed on 2026-10-07
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Business
Financial Advisor / Consultant -
Finance & Banking
Financial Advisor / Consultant
Dahl Consulting partners with a premier wealth advisory practice in Brooklyn Park, MN to hire an Operations Specialist. You will support daily operations, client service, and coordination with financial advisors to maintain efficient workflows.
The role emphasizes accuracy, CRM and records management, and collaborative problem-solving to deliver a seamless client experience while upholding regulatory and firm standards.
The Client-Driven Operations Specialist in Wealth Advisory role at Dahl Consulting is now open for applications in Brooklyn Park, MN, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 55.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client-Driven Operations Specialist in Wealth Advisory role in the description above.
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