Client Experience Advisor

Great Waters Financial, LLC; Shoreview (MN); On-site; USD 60,000 - 78,000; Full time

Benefits offered by this job

401k plan with employer matching

Medical, Dental, and Vision insurance

10 paid company Holidays

Annual wellness stipend

Paid time off

Discretionary annual bonus

Job summary

A financial services firm in Shoreview, Minnesota is seeking a Client Experience Advisor to provide exceptional financial service and support. The role requires delivering timely advice, managing client communications, and maintaining strong relationships. Necessary qualifications include Series 65 (or Series 7 and Series 66) licenses and a Life & Health insurance license. The firm offers a competitive salary of $60,000 - $78,000 annually along with benefits including a 401k match and health insurance.

Qualifications

• Must hold Series 65 or both Series 7 and Series 66 licenses.
• Must have Life & Health insurance license.

Responsibilities

• Deliver timely financial advice to clients via call or email.
• Collaborate with Operations to manage client planning needs.
• Serve as primary contact for client inquiries.
• Establish timelines for client-related action items.
• Maintain strong client relationships.
• Share industry insights to keep clients informed.

Skills

Excellent verbal communication skills

Excellent written communication skills

Tools

Salesforce

Orion

Moneyguide

Holistiplan

Job description

At Great Waters Financial, the Client Experience Advisor (CEA) plays a vital role in delivering exceptional service and personalized support to our clients. Rooted in a culture of collaboration and attention to detail, this position is central to ensuring clients feel empowered and well-informed throughout their journey with us outside of in-person meetings. The CEA provides ongoing guidance outside of formal meetings, serving as a readily accessible expert resource via email and phone for a wide range of financial planning needs and inquiries. As a licensed, trusted advisor and service champion, the CEA helps clients navigate challenges with clarity and confidence, strengthening their overall experience and deepening client relationships.

Responsibilities:

• Deliver timely and proactive financial advice to clients via phone call or email, addressing planning inquiries outside of formal meetings.
• Collaborate cross-functionally to coordinate and manage client planning needs across the Operations department.
• Serve as the primary point of contact for all client communication and inquiries outside of in-person meetings.
• Establish and manage timelines for client-related action items within service platforms, including Salesforce, Orion, Moneyguide, and Holistiplan.
• Foster and maintain strong client relationships through prompt and personalized responses to inquiries and service requests.
• Share industry insights and internal research to keep clients informed on relevant updates.

Requirements

• Series 65 (or Series 7 and Series 66)
• Life & Health insurance license
• Excellent verbal and written communication skills

The salary range for this role is $60,000.00 - $78,000.00 annually. In addition, Great Waters offers employees a 401k plan with an employer matching schedule, Medical, Dental, and Vision insurance, 10 paid company Holidays, an annual wellness stipend, and paid-time off. This position is eligible for a discretionary annual bonus driven by organization and individual performance.