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Client Advisor — Financial Guidance & Support
Job in
Shoreview, Ramsey County, Minnesota, USA
Listed on 2025-12-31
Listing for:
Great Waters Financial, LLC
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor -
Insurance
Financial Advisor
Job Description & How to Apply Below
A financial services firm in Shoreview, Minnesota is seeking a Client Experience Advisor to provide exceptional financial service and support. The role requires delivering timely advice, managing client communications, and maintaining strong relationships. Necessary qualifications include Series 65 (or Series 7 and Series 66) licenses and a Life & Health insurance license. The firm offers a competitive salary of $60,000 - $78,000 annually along with benefits including a 401k match and health insurance.
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