Remote Wealth Advisor and Client Planning Leader
A financial services firm in Eden Prairie, Minnesota, is seeking a Wealth Advisor to manage client relationships and develop financial plans. This role involves collaboration with team members, preparing presentations, and leading client interactions while ensuring compliance with financial regulations. The ideal candidate has over 5 years of experience, holds relevant certifications, and demonstrates strong problem-solving skills. The position offers a salary range between $87,000 to $130,000 along with a comprehensive benefits package.
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