Client Services Specialist — Financial Planning
Job in
Fargo, Cass County, North Dakota, 58126, USA
Listed on 2025-12-12
Listing for:
Vizance, Inc.
Full Time
position Listed on 2025-12-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Job Description & How to Apply Below
A financial services firm in Fargo is seeking a professional to assist the financial advisor team with client service tasks. In this role, you will support various functions including client meetings and financial analysis. The ideal candidate will have 1-3 years in the financial planning industry, relevant education, and a strong communication skill set. Enjoy a supportive environment with benefits like health insurance, a 401(k) match, and licensure assistance.
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