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Financial Advisory Support Specialist
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-01-03
Listing for:
Threadneedle group
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
-based financial planning company in Minneapolis is seeking a motivated individual to assist financial advisors in servicing clients. Responsibilities include preparing financial plans, scheduling client meetings, ensuring new business paperwork is completed, and enhancing social media presence. Candidates should possess good communication skills, attention to detail, and a willingness to work evenings. A finance background is preferred. Join a collaborative culture that rewards contributions and offers opportunities for growth.
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