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Wealth Management Client Associate — In-Office
Job in
Baxter, Crow Wing County, Minnesota, 56425, USA
Listed on 2026-01-20
Listing for:
Capstone Financial Group
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm in Baxter, MN, is looking for an Investment Client Associate to provide support to their financial advisory team. Responsibilities include assisting with client onboarding, managing multiple office tasks, and supporting marketing efforts. Ideal candidates are organized individuals who thrive in a busy environment. This opportunity offers flexible in-office days, paid holidays, and potential for career growth within the company.
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Position Requirements
10+ Years
work experience
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