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Wealth Strategy Specialist — Client-Focused Advisor

Northrock Financial Services LLC

NorthRock Partners is seeking a client-focused, analytical financial professional to join our Client Experience team. You’ll partner with Advisors to develop, analyze, and deliver personalized financial strategies while supporting the operational execution of client recommendations. The ideal candidate has 3–5 years of financial services experience, a Series 65 and/or CFP, and proficiency with eMoney, MoneyGuidePro, RightCapital, CRM systems, and Microsoft Office. #J-18808-Ljbffr Northrock Financial Services LLC

Vacancy posted 2 days ago
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