Client Advisor

Job Description

Job Description

A growing financial advisory firm is expanding its client services team and seeking a licensed professional to join as a Client Advisor . This role supports clients between formal planning sessions and ensures a high-touch, responsive experience. The position is newly added due to continued growth and demand.

Role Overview :

Act as a key point of contact for clients outside of scheduled meetings

Respond to inquiries and provide guidance via phone and email

Coordinate with internal teams to ensure client requests are fulfilled efficiently

Maintain and manage timelines and workflows using CRM and planning tools

Build strong relationships through proactive communication and follow-up

What You Bring :

Series 65 license (or Series 7 + 66)

Life & Health insurance license

Strong organizational skills and attention to deadlines

Excellent communication and interpersonal abilities

A collaborative mindset and client-first approach

Work Environment & Culture :

Supportive leadership with a focus on personal development

Mission-driven team culture with a strong emphasis on work-life balance

Unique employee perks including team retreats, weekly lunches, and wellness initiatives

Compensation : $60-78k annually

Bonus : This position is eligible for a discretionary annual bonus driven by organization and individual performance.

Benefits : Medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria

NOTE : This position is mostly onsite in the northeast Minneapolis, metro-area

Pay Details : $60,000.00 to $78,000.00 per year

Search managed by : Christina Bannayan

Equal Opportunity Employer / Veterans / Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.