Wealth Manager: Client-Focused Financial Planning & Risk

CX Institutional

CX Institutional LLC in Bloomington, MN seeks a Wealth Manager to provide top-notch financial planning and relationship management services to clients. This role involves working closely with clients to understand their financial goals, performing risk audits, and ensuring compliance with fiduciary standards. The ideal candidate will have at least 5 years of experience in wealth management, possess a CFP certification, and offer exceptional interpersonal skills to build trust with clients. #J-18808-Ljbffr

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Vacancy posted 9 hours ago

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