Client Relationship Advisor — Hybrid RIA, Growth
Job in
Saint Louis Park, Hennepin County, Minnesota, USA
Listed on 2026-08-22
Listing for:
The Well
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
The Well in Woodbury, MN is hiring a Client Service Advisor to partner with our growing hybrid RIA and support a busy client base. You’ll handle paraplanning tasks, client communications, and meeting prep while focusing on service over sales.
Ideal candidates have 3–5 years in financial services, Series 65/66 and Life & Health licenses in MN, and a team-player mindset. We offer strong benefits, day-one PTO, and a path for growth.
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