Client Relationship Advisor Hybrid RIA, Growth

Posted 6 days ago

wellSt Louis Park (MN)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

The Well in Woodbury, MN is hiring a Client Service Advisor to partner with our growing hybrid RIA and support a busy client base. You’ll handle paraplanning tasks, client communications, and meeting prep while focusing on service over sales. Ideal candidates have 3–5 years in financial services, Series 65/66 and Life & Health licenses in MN, and a team-player mindset. We offer strong benefits, day-one PTO, and a path for growth. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.