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On-Site Financial Advisor Assistant — Elevate Client
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-06-24
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Sales
Job Description & How to Apply Below
Wealth Enhancement Group in Minneapolis is looking for a Financial Advisor Assistant to support two Financial Advisors in ensuring an efficient and compliant client experience. This role involves onboarding new clients, maintaining financial documentation, and managing client relationships through proactive service.
The ideal candidate will demonstrate strong communication skills, attention to detail, and a solid understanding of financial products. This on-site position offers a base salary of $70,000 to $80,000, excluding bonuses and benefits.
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