Client Experience Advisor — Financial Guidance & Support

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

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.