Wealth Management Client Service Associate | FINRA-Licensed
MOHR Talent
MOHR Talent is seeking an experienced Registered Client Service Associate for wealth management in Bloomington, MN. This role requires active FINRA licenses (Series 7 and 66) and will support Financial Advisors with client-service and operational tasks in a 100% in-office setting. The candidate will manage brokerage and advisory accounts, execute transactions, and ensure regulatory compliance while maintaining strong client relationships and accurate records. #J-18808-Ljbffr MOHR Talent
$68k - $75k
Registered Client Service Associate - Wealth Management Bloomington, MN 55431 | $68,000-$75,000 annually | Schedule: Full-time, 100% in-office POSITION... ...and their clients. This position requires active FINRA licensing and substantial experience managing brokerage and...SuggestedFull timeWork at officeLocal area- UBS is seeking a service-oriented professional to provide operational and administrative support... ..., Minnesota office. You will help keep client information up-to-date, educate clients... ..., or business, and Series 7 and 66 licenses (or willingness to obtain after hire). #J...SuggestedWork at office
$34.32k - $90k
A reputable financial services firm in Wayzata is seeking Registered Client Relationship Analysts to provide exceptional... ...school diploma and Series 7 and 66 licenses, with two or more years of... ...preferred. This position involves managing client accounts and facilitating...Suggested$38.1k - $57k
...culture that puts its clients and associates first: a culture... ...ll Be Doing Client Services Associate (NR) assists... ...escalated to the Branch Manager; including suspicious... .../related industry Licenses & Credentials... ...-up. We are a global wealth management and investment...SuggestedWork at officeFlexible hours$75k - $100k
CCM ADMINISTRATIVE SERVICES LLC in Minnetonka is seeking an Associate for Private Wealth Client Services, focusing on high-net-worth families. This role involves delivering exceptional client service, managing account maintenance, and supporting onboarding processes. Candidates...Suggested$55k - $65k
...just in the business of helping clients with their financial goals -... .... Job Description Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a motivated... ...coordinate meetings with clients. Manage advisor calendars and meeting...Full timePart timePrivate practiceWork at officeFlexible hours2 days per week3 days per week- ...is an established financial services practice that provides personalized... ...financial planning and wealth management services to individuals,... ...Our team works closely with clients to understand their goals and... ...transactions, when appropriately licensed and authorized, as directed...Temporary workWork at office
- ...Position Description Title: Client Service Associate Reports to: Client Service Manager Benefits: Yes Location: Minnetonka, MN Status: Full time About... ...Group The Advocate Group is a planning-centric wealth management firm that provides financial planning...Full timeInternshipFlexible hours
- ...professional who thrives in a high-touch client service environment — someone who takes... ...pathway into a financial advisor or wealth management role. Please do not apply if you're seeking... ...* About the Role As a Client Service Associate, you'll be at the heart of the client...Work at office
- Ameriprise Financial Services, LLC in Minnetonka is seeking a Client Service Associate to support a private wealth advisory practice. The role blends client-facing duties with behind... ..., initiative, and teamwork. You will manage scheduling, prepare meetings, handle forms...Private practiceWork at office2 days per week3 days per week
- ...Wealth Management Client Associate Wayzata, Minnesota To proceed with your application, you must be... ...management and investment products and services for individuals, companies, and... ...: Currently holds or is pursuing FINRA Securities Industry Essentials (SIE)...Seasonal workWork at officeWork from homeShift workDay shift
- Ameriprise Financial, through Strand & Associates, seeks a motivated Client Service Associate to join our private wealth team in Minnetonka. This full-time, hybrid role supports advisors by coordinating meetings, gathering client information, and ensuring accurate processing...Full time
$25 - $37 per hour
...Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeShift workDay shift$60k - $92k
...Description Job Description Boulay Wealth Management helps entrepreneurs, business... ...estate, and wealth planning services. Our collaborative team partners closely with clients to deliver personalized... ...Senior Client Relationship Associate , you'll play a vital role...Work at officeRemote workWork from homeFlexible hours$55k - $75k
Your role Are you truly service oriented? Do you know how... ...advisors. You’ll: keep management systems up-to-date with client information educate clients... ...Kenefick Bolstad Kottke Wealth Management in our Wayzata... ...business series 7 and 66 licenses or willingness to obtain...Full timeWork at officeFlexible hours- ...Private Client Advisor At J.P. Morgan Chase, we... ...extraordinary customer service while maintaining a strong... ...Advisor in Chase Wealth Management, you will offer comprehensive... ...Series 66 (63/65) license is required or must be... ...advisor, member of FINRA and SIPC. Annuities are...
- ...Private Client Advisor At J.P. Morgan Chase, we... ...extraordinary customer service while maintaining a strong... ...Advisor in Chase Wealth Management, you will offer comprehensive... ...Series 66 (63/65) license is required or must be... ...advisor, member of FINRA and SIPC. Annuities are...
$81k - $105.5k
...Superstar Manager Wanted to re-open our Highland Park Store – Join... ...passion for style, customer service, and team leadership, this is... ...environment and ensure every client leaves with a smile. Coach and... ...Valid cosmetology or barber license (mandatory). Benefits Competitive...Full timeWeekend workAfternoon shift$22.1 - $26.9 per hour
...Office Services Associate The Office Services Associate is... ...visitors, prospects, clients and team members. They... ...exceed expectations Manage all office events and... ...Prepare and deliver Wealth Management Review documentation... ...that are members of FINRA/SIPC: Cetera Advisors...Hourly payContract workWork at officeNight shift- ...Job Title: Assistant Salon Manager - Join the Sport Clips Glam Squad... ...dynamic team. If you're a licensed hair stylist with a fiery passion... ...providing top-notch customer service, we want you! As our... ...our salon is a haven for both clients and our hair stylist team members...Afternoon shift
- ...Account Manager Are you a dynamic, results-oriented... ...the main contact for our clients. You will build... ...assisting them with customer service and ensuring their needs... ...and casualty insurance license required. An... ...benefits, investment and wealth management products and...Work experience placementLocal areaImmediate startFlexible hours
$125k - $150k
Relationship Manager (Enterprise Retirement Services)Department: Enterprise Retirement ServicesLocation: Edina... ...trusted advisor to retirement plan clients, primarily ESOP relationships, by providing... ...services, employee benefits, wealth management, consulting, or a...Full timeWork at office$80k - $95k
...Employee Benefits Account Manager Great opportunity to... ...for outcomes. Service: We serve customers, communities... ...point of contact for client and carrier inquiries... ...Life and Health License An equivalent combination... ...benefits, investment and wealth management products and...Work experience placementLocal areaImmediate startFlexible hours$35k - $55k
...opportunity? Embrace RBC Wealth Management’s core values and... ...advisors and our clients. As a Client Associate/Registered Client... ..., and client service skills Attention... ...and 66 (or 63/65) licenses or the willingness... ...to-have Current FINRA registrations Financial...Full timeFlexible hours$112.7k - $193.2k
...Connecting. Growing together.The Strategic Account Executive manages ongoing client relationships and service delivery for an assigned book of business. Acts as... ...deadlinesWilling or ability to travel up 25%Driver's License and access to reliable transportationPreferred...Minimum wageOngoing contractFull timeContract workWork experience placementWork at officeLocal areaRemote work- ...Description Personal Lines Account Manager-Minnesota Work Arrangements:... ...professionals who enjoy building client relationships, providing excellent service, and managing day-to-day insurance... ...Property & Casualty (P&C) license required Previous Personal Lines...Full timeWork at officeRemote work
$60k - $75k
...Position Title: Advisor Services Associate Reports to: Vice... ...Department: Simplicity Wealth - Advisor Services... ...of our wealth management platform. You will act... ..., ensuring that every client request—from account opening... ...adhere to firm and SEC/FINRA regulations,...Full timeWork at office- ...Waycrosse, Inc. is a single-family office based in Wayzata, MN with approximately 70 employees. We provide comprehensive wealth management services to our clients including facilitating legal services, tax, insurance and investments. We are passionate about being the most...Contract workWork at officeRemote work2 days per week
$134.6k - $230.8k
...stabilization, and strategic relationship management for a pool of mid-size to large Provider clients - typically organizations... ...Optum value story Anticipate service, operational, and relationship risks... ...to travel up to 50% Driver's License and access to reliable...Remote jobMinimum wagePermanent employmentFull timeWork experience placementWork at officeLocal area$60k - $80k
...Clips Haircuts is Hiring a Salon Manager! Looking for a fresh start?!... ...team in a busy salon full of clients! We are looking for an... ...Salon Manager who is also a licensed Cosmetologist or Barbero join... ...will provide excellent customer service and foster a culture focused...Flexible hours
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