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Onboarding Advisor: Client & Prospects; L3-4
Job in
Saint Paul, Ramsey County, Minnesota, 55199, USA
Listed on 2026-03-06
Listing for:
Great Waters Financial
Full Time
position Listed on 2026-03-06
Job specializations:
-
Sales
Insurance Sales, Client Relationship Manager
Job Description & How to Apply Below
A prominent financial services company in Saint Paul seeks an Onboarding Advisor to serve as the primary contact for prospects. In this role, you will communicate the value proposition effectively, lead client meetings, and manage the client experience. Ideal candidates will have 4-8 years of sales experience and possess a Series 65 or CFP license. This position offers a competitive salary range of $85,000 – $109,000 annually plus potential variable compensation and a comprehensive benefits package.
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