Client Advisor
Job in
Minneapolis, Hennepin County, Minnesota, 55441, USA
Listed on 2026-06-20
Listing for:
Suncap Technology, Inc.
Full Time
position Listed on 2026-06-20
Job specializations:
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Sales
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Finance & Banking
Job Description & How to Apply Below
Our client is a high-net-worth advisor seeking a potential advisor (no 7 required), eager to learn, grow to assist in managing his book of clients located in Boca Raton.
The ideal person must have knowledge of Tax due to most of the clients are referred from Trust & Estates attorneys nationwide, from a top tier school and have the desire to manage their own book of business.
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