Client Relationship Manager

Compensation: $75,000–$100,000 base + team performance bonus We're hiring a Client Service Advisor on behalf of our client — a growing hybrid RIA in Woodbury, MN with approximately $300M in AUM and a busy, thriving client base. They've built something great — and now they need someone ready to step in and carry more of it. Why this role? Work with a pool of real clients — including house accounts with up to $750K AUM Salary-based comp with a team bonus — no cold calls, no production pressure Full benefits from Day 1, 15 days PTO, employer-paid disability A firm that actually invests in your growth What you bring: Series 65 or 66 + Life & Health license in Minnesota (or working toward it) 3–5 years in financial services as a paraplanner, CSA, or associate advisor You've done the work — applications, meeting prep, client interactions — and you're ready for more Team-player mentality with a genuine interest in serving clients, not just selling to them What we offer: $75,000–$100,000 base salary (trending toward $90K–$100K for strong candidates) Team performance bonus Health insurance (employer pays 75% of your premium), Delta Dental, employer-paid LTD 401(k) after 90 days with 3–4% employer match 15 days PTO from Day 1 — and it grows every year #J-18808-Ljbffr