Wealth Advisor Support Specialist

Mohr Talent; Lakeville (MN); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision, Life

401(k) with company match

Vacation Days, Personal Days

Annual Bonus & Performance Bonus

Job summary

MOHR Talent in Lakeville, MN is hiring a Registered Client Associate to support Advisors, manage client relationships, and handle account operations across brokerage, retirement, and trust accounts.

The role requires FINRA Series 7 and 66 licenses (or intent to obtain within 9 months), 2+ years of wealth-advisory support experience, and strong CRM/portfolio management familiarity. In-person, with a comprehensive benefits package.

Qualifications

• Active FINRA Series 7 and Series 66 licenses (or willingness/ability to obtain both within 9 months of hire)
• 2+ years of experience supporting Financial Advisors, Wealth Advisors, or Private Wealth teams within wealth management, brokerage, banking, or an RIA setting
• Solid understanding of account administration across brokerage, advisory, retirement, and trust structures
• Prior exposure to CRM, portfolio management, or custodial platforms is a plus
• Familiarity with FINRA regulations, compliance controls, and client confidentiality expectations
• Strong communication and organizational skills, with the ability to juggle competing priorities in a fast moving, client centered environment

Responsibilities

• Partner with Advisors to manage client relationships and deliver ongoing, top-tier service
• Handle account opening and maintenance across brokerage, advisory, retirement, and trust accounts, including transfers, money movement, and beneficiary updates
• Process and execute securities transactions in accordance with firm policy and regulatory standards
• Build client meeting materials, portfolio review packages, and follow-up communications
• Serve as a liaison between clients, custodians, and internal teams to resolve service and account issues
• Keep client records current and accurate within CRM and portfolio management platforms
• Play an active role in client onboarding and enhancing the client experience

Skills

Client relationship management

Communication

Organization

Attention to detail

Tools

CRM software

Portfolio management software

Custodial platforms

Job description

MOHR Talent in Lakeville, MN is hiring a Registered Client Associate to support Advisors, manage client relationships, and handle account operations across brokerage, retirement, and trust accounts.

The role requires FINRA Series 7 and 66 licenses (or intent to obtain within 9 months), 2+ years of wealth-advisory support experience, and strong CRM/portfolio management familiarity. In-person, with a comprehensive benefits package.