Service Advisor

Company: Boutique Recruiting
Location: Minnetonka
Posted on: May 14, 2022

Job Description:

Job DescriptionA boutique wealth management firm is looking to hire an eager and highly collaborative Service Advisor. Due to the firm's high growth, they are seeking someone to support their clients' needs and assist their Senior Advisors with taking notes, calendaring and attending appointments. Why join? Our client believes in work/life balance, a hybrid work schedule, benefits and a warm and friendly team to join! If you are seeking for a place to grow for the long haul, this is the role for you.Apply now to learn more! In this role, you will:Act as a fiduciary with the Senior Advisor to increase the company's client base and influenceMeet jointly with Senior Advisor and clients to determine current assets, investments and financial goalsObtain qualitative and quantitative aspects of the client's financial and relevant non-financial situationsWhat we're looking for:A positive and professional client-service focused individualPrevious wealth management industry experience Bachelor's degree in finance or accountingWilling to obtain CFP designation in the futureLocated in Plymouth, Minnesota (Hybrid). #ZR #LI-POST #INDMN???????

Keywords: Boutique Recruiting, Minnetonka , Service Advisor, Other , Minnetonka, Minnesota