Elite Relationship Manager — Financial Planning & Client
Job in
Plymouth, Hennepin County, Minnesota, USA
Listed on 2026-01-25
Listing for:
Ascend Financial Group
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Accounting & Finance, Financial Analyst, Banking & Finance
Job Description & How to Apply Below
A financial planning firm in Minnesota is looking for a Relationship Manager to enhance client experiences. Responsibilities include analyzing financial documents, preparing projections, and supporting clients' needs. Candidates should possess a Bachelor's Degree in Accounting or Finance, along with at least one year of relevant experience. Familiarity with financial planning software and strong communication skills are essential. This full-time position offers a dynamic work environment and a comprehensive benefits package.
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