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Financial Services Financial Advisor

Financial Services Client Experience Specialist

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Larson Wealth Partners, LLC
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Minneapolis is seeking a Client Service Associate to manage client operations and support the Advisor's practice. This role involves direct client contact, supporting financial goals through organizational diligence and effective communication. Candidates should have experience in financial services, proficiency in Salesforce and Microsoft Office, and a service-oriented attitude. A robust benefits package, including profit sharing and medical insurance, is offered.
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