Client Support Associate

What you’d do

Support financial advisors by shadowing client appointments and learning to write financial plans, with a path toward becoming a Financial Advisor. Full time role in Minneapolis. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• High school diploma or GED
• 1+ years of relevant experience
• Current FINRA Series 7
• State securities S63/S66 or IAR S65/S66, or obtain within 90 days
• Minnesota Life, Accident/Health and Variable Contracts license within 30 days of hire