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Office Wealth Management Client Services Specialist
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-02-20
Listing for:
North Edge Wealth
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A fast-growing Retirement and Investment Planning Firm is seeking a Wealth Management Client Service Associate in Minneapolis. The role requires strong client relationship skills, process orientation, and detailed handling of client inquiries. Candidates should have over 5 years of financial advisory experience, preferably including the necessary licenses. The position offers a salary range of $50,000 to $70,000 with benefits including a 401K match and PTO.
This is an in-office role with hours from 8-4:30p M-F.
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