Wealth Planning Assistant: Client-Focused Financial Support
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Finance & Banking
Job Description & How to Apply Below
Dahl Consulting is seeking a Financial Planning Assistant in Brooklyn Park, MN to support financial advisors with planning, client service, and operational tasks. The role emphasizes attention to detail and compliance within a collaborative wealth advisory setting.
The ideal candidate has a Bachelor's degree and 2+ years in financial planning, wealth management, or paraplanning, along with strong communication and analytical skills. Licenses such as SIE, Series 7/66 may be required over time.
We invite applications for the Wealth Planning Assistant:
Client-Focused Financial Support position located in Brooklyn Park, MN, United States.
Join Dahl Consulting and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Planning Assistant:
Client-Focused Financial Support role at Dahl Consulting, based in Brooklyn Park, MN, United States.
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