Jobtailor is seeking an experienced financial professional to source and acquire new clients in Minneapolis/St. Paul area. You will educate prospects using CPP-generated leads and referrals, guiding them through the Wealth Accelerator Process to build lasting relationships.
You will analyze client goals, stay current with market trends, and ensure plans remain aligned with client objectives. Proficiency with Salesforce and MS Office is essential in this client-focused role.
#J-18808-LjbffrSenior Wealth Advisor: Strategic Financial Planner in edina at Unknown Company
This position is listed as full time and onsite.