Hello,
If you are looking for a Business related Job ? Then, This is the place where you can find All sources of Job opportunities with detailed information.
Job Category : | Business |
Company Name: | Wealth Enhancement Group |
Position Name: | Client Service Associate/ Manager (hybrid work options- MN Candidates Only) |
Location : | Woodbury, MN |
Job Description : | About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life. Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best. Our Woodbury, MN office is looking for a financial client services professional to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. (This position has hybrid work options – MN candidates only.) Job Functions Serve the client by setting up accounts and insuring their funds transfer from surrendering company Education/Qualifications Bachelor’s degree required Wealth Enhancement Group is an equal opportunity employer. IND123 |
Hope, the above sources help you with the information related to Business Job. If not, reach through the comment section.