Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Advocate

$25 - $44 per hour

Dormont Manufacturing Co

Merrill Wealth Management in Wayzata is looking for dedicated Client Service Support professionals to assist Financial Advisors. You'll provide education on banking services, ensure accuracy in client interactions, and foster strong relationships. Applicants should have a High School Diploma and a client-centric approach. The role offers competitive pay ranging from $25.00 to $44.00 per hour based on experience and qualifications, with eligibility for industry-leading benefits. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Advocate in Wayzata, MN vacancy
  • $75k - $95k

     ...Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid, Flexible Experience: 4+ years of Wealth Management Experience Schedule: Open to flexibility based on mutual fit Pay Range: $75,000-$95,000 Annual Salary Equivalent (prorated to... 
    Suggested
    Flexible hours

    Sanctuary Wealth Services

    Minnetonka, MN
    1 day ago
  • $75k - $95k

     ...Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid, Flexible Experience: 4+ years of Wealth Management Experience Schedule: Open to flexibility based on mutual fit Pay Range: $75,000-$95,000 Annual Salary Equivalent (prorated to... 
    Suggested
    Flexible hours

    Sanctuary Wealth Group LLC

    Minnetonka, MN
    1 day ago
  • $25 - $44 per hour

    Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Co

    Wayzata, MN
    2 days ago
  • $75k - $95k

    Sanctuary Wealth in Minnetonka, MN is looking for a Client Associate to support our wealth management practice. This role requires a proactive individual with at least four years of experience in financial services and a client-first mindset. The ideal candidate will thrive... 
    Suggested
    Flexible hours

    Sanctuary Wealth

    Minnetonka, MN
    19 hours ago
  • Sanctuary Wealth Group LLC is seeking a Client Associate for its Minnetonka, MN office. This hybrid role involves supporting client onboarding and managing account maintenance requests while ensuring a high-quality client experience. Ideal candidates will have 4+ years... 
    Suggested
    Work at office
    Flexible hours

    Sanctuary Wealth Group LLC

    Minnetonka, MN
    4 days ago
  •  ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    Minneapolis, MN
    1 day ago
  •  ...RBC in Minneapolis is seeking a Client Associate/Registered Client Associate to support financial advisors and assist clients. This...  ...for career progression and development within RBC Wealth Management. The ideal candidate will possess strong communication and organizational... 

    RBC

    Minneapolis, MN
    4 days ago
  • $25 - $44 per hour

     ...Bank of America seeks a motivated individual for a client service support role within Merrill Wealth Management in Minneapolis. The position involves assisting Financial Advisors and delivering excellent client service by addressing client needs and ensuring operational... 
    Hourly pay

    Bank of America

    Minneapolis, MN
    3 days ago
  • $55k - $65k

     ...ensure tasks are met and exceeded? We're looking for a Client Service Associate to: • provide a best-in-class client experience...  .... Your team You'll be working as part of Private Wealth Management in our Wayzata, MN office. We help ultra high net worth... 
    Full time
    Work at office
    Flexible hours

    UBS

    Wayzata, MN
    2 days ago
  • $55k - $65k

     ...Position Overview Full‑time Client Associate role based in Wayzata, MN. Work with Private Wealth Management to support ultra high net worth individuals and families by delivering excellent service to clients and Financial Advisors. Qualifications Series 7 and 66 licenses... 
    Full time
    Work at office

    UBS

    Wayzata, MN
    1 day ago
  • A healthcare company is seeking a Client Advocate Executive to join their team. In this role, you will act as a strategic partner to healthcare...  ...experience in health information systems and client management are required. This is a remote position with potential for travel... 
    Remote job

    Solventum

    Eden Prairie, MN
    2 days ago
  •  ...national origin, disability, or status as a protected veteran. Client Advocate Executive 3M Health Care is now Solventum. As a Client...  ...Build and nurture relationships with CXO, VP, and Department Managers to maximize value across the regional market segment. Advise... 
    H1b
    Remote work
    Shift work

    Solventum

    Eden Prairie, MN
    2 days ago
  • UBS in Wayzata, MN is hiring a full-time Client Associate to provide exceptional support to ultra high net worth individuals and families. The role involves working closely with Private Wealth Management to deliver outstanding service to clients and Financial Advisors.... 
    Full time

    UBS

    Wayzata, MN
    1 day ago
  • $38.1k - $57k

     ...Stifel strives for a culture that puts its clients and associates first: a culture where...  ...of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee...  ...thinking like a start-up. We are a global wealth management and investment banking firm... 
    Work at office
    Flexible hours

    Stifel Financial

    Wayzata, MN
    19 hours ago
  • $60k - $80k

     ...Job Description Job Description Client Service Associate: High Note Wealth is an independent wealth management firm that works with a select group of successful families and business owners who recognize the value of financial planning and seek to collaborate with... 
    Work at office

    High Note Wealth LLC

    Wayzata, MN
    7 days ago
  • $195k - $235k

     ...Senior Client Advocate ~202601964 ~Cleveland, Ohio, United States ~Columbus, Ohio, United States ~Chicago, Illinois, United States...  ...The Senior Client Advocate provides strategic relationship management, taking advantage of our specialized industry experience and... 
    Full time
    Temporary work
    Local area
    Visa sponsorship
    Work visa
    Flexible hours

    WTW

    Minneapolis, MN
    4 days ago
  • $40k - $60k

     ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... 
    Full time
    Flexible hours

    Dormont Manufacturing Company

    Minneapolis, MN
    1 day ago
  • $40k - $60k

     ...Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... 
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Minneapolis, MN
    2 days ago
  • $60k - $75k

     ...Client Service Associate Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning... 
    Work at office
    2 days per week
    3 days per week

    RIA Recruiting

    Minneapolis, MN
    2 days ago
  • $35k - $55k

     ...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become a trusted resource... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Wayzata, MN
    more than 2 months ago
  • $33.25k - $90k

    Dormont Manufacturing Co in Wayzata, Minnesota is hiring a Registered Client Relationship Analyst. The role focuses on providing exceptional client service to support Financial Advisors and enhancing relationships. Candidates should possess strong interpersonal skills... 

    Dormont Manufacturing Co

    Wayzata, MN
    1 day ago
  • $34.32k - $90k

     ...reputable financial services firm in Wayzata is seeking Registered Client Relationship Analysts to provide exceptional service to clients...  ...years of industry experience preferred. This position involves managing client accounts and facilitating communication, requiring... 

    PowerToFly

    Wayzata, MN
    19 hours ago
  • $25 - $26.77 per hour

    Bank of America is seeking a Client Associate in Maple Grove. The role involves engaging clients to assist with transactions and financial solutions. Responsibilities include processing cash transactions and building client relationships to meet their financial needs.... 
    Hourly pay

    Bank of America

    Osseo, MN
    3 days ago
  •  ...Lead Associate role. This 100% remote position focuses on sharing financial knowledge and developing customized financial plans for clients, emphasizing education and support. Qualifications include strong leadership and customer service skills, with training provided.... 
    Remote job
    Part time

    GFI-Team Ikigai

    Osseo, MN
    2 days ago
  •  ...We serve a select group of high-net-worth client families through a personalized, Family...  ...re adding a Client Operations Associate / Manager to our team. This isn't a back-office...  ...years of operations experience in an RIA, wealth management, or financial services environment... 
    Work at office

    DSG CAPITAL ADVISORS, LLC

    Minneapolis, MN
    a month ago
  • $120k - $200k

     ...Minnesota with real autonomy and growth potential. Step into a managing attorney opportunity much earlier than the traditional law firm...  ...office growth and performance. Make a real impact for injured clients while helping shape a growing practice from the ground up. Location... 
    Full time
    Work at office
    Local area
    Relocation
    Relocation package

    Orionplacement

    Minneapolis, MN
    1 day ago
  • $120k - $200k

     ...Job Description Are you an ambitious attorney eager to become a Managing Attorney at an established, multi-state law firm without...  ...staff (with support from our HR department) to managing cases and clients. Lead business development efforts, working closely with Firm Co... 
    Work at office
    Remote work

    The Accident Guys

    Minneapolis, MN
    2 days ago
  • $27.97 - $46.18 per hour

    A global healthcare organization is seeking a Family Advocate Program Coordinator in Hopkins, MN. This role involves providing spiritual care and emotional support to patients and families facing critical conditions. You'll collaborate with medical teams and lead educational... 
    Hourly pay
    Full time

    Itlearn360

    Hopkins, MN
    4 days ago
  • $19 - $21 per hour

     ...Charities is the place for you! Shelter Advocate II (On call/casual) Mary Frey...  ...Staff build positive relationships with clients, respond to immediate needs, connect clients...  ...Documentation Accurately collect, enter, and manage client data in the system of record.... 
    Hourly pay
    Casual work
    Immediate start
    Shift work

    Catholic Charities of Twin Cities

    Minneapolis, MN
    28 days ago
  •  ...Associate Attorney in Plymouth, MN. This role focuses on consumer collection litigation, requiring effective caseload management and representation of creditor clients across the state. The position offers a flexible work environment for individuals who can work independently... 
    Work from home
    Flexible hours

    BCG Attorney Search

    Minneapolis, MN
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Advocate. Be the first to apply!