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Financial Advisory Support Specialist | Client Planning
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-01-15
Listing for:
Threadneedle group
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
-based financial planning company in Minneapolis seeks a financial advisory assistant to support advisors with client servicing and administration tasks. Responsibilities include preparing financial plans, coordinating paperwork, and enhancing social media presence. Candidates should be graduates in finance, have good communication skills, and be willing to obtain necessary certifications. The role requires attention to detail and the ability to meet strict deadlines.
A culture of collaboration and inclusion is encouraged within the firm.
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