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Client Account Specialist - Wealth Advisory
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-02-16
Listing for:
JNBA® Financial Advisors
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm is searching for a Client Account Specialist who values professionalism and enjoys helping others. This full-time role requires at least 2 years of experience in a personal wealth management context, communication proficiency, and a Series 65 license. Candidates will maintain client information accuracy and collaborate with advisory teams to fulfill requests. Strong attention to detail, problem-solving abilities, and a compassionate approach are key.
Interested applicants must submit a resume with a cover letter detailing their fit for this position.
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