Great Waters Financial · 5 months ago
Client Experience Advisor
Minneapolis, MN
Full-time
Onsite
Mid Level
$60K/yr - $78K/yrGreat Waters Financial is committed to delivering exceptional service and personalized support to clients. The Client Experience Advisor (CEA) plays a vital role in providing ongoing guidance and financial advice, serving as a trusted resource for clients' financial planning needs.
Financial ServicesRetirementWealth Management
Responsibilities
Deliver timely and proactive financial advice to clients via phone call or email, addressing planning inquiries outside of formal meetings
Collaborate cross-functionally to coordinate and manage client planning needs across the Operations department
Serve as the primary point of contact for all client communication and inquiries outside of in-person meetings
Establish and manage timelines for client-related action items within service platforms, including Salesforce, Orion, Moneyguide, and Holistiplan
Foster and maintain strong client relationships through prompt and personalized responses to inquiries and service requests
Share industry insights and internal research to keep clients informed on relevant updates
Qualification
Required
Series 65 (or Series 7 and Series 66)
Life & Health insurance license
Excellent verbal and written communication skills
Benefits
401k plan with an employer matching schedule
Medical, Dental, and Vision insurance
10 paid company Holidays
An annual wellness stipend
Paid-time off
Discretionary annual bonus driven by organization and individual performance
Company
Great Waters Financial
Great Waters Financial specializes in providing financial planning and strategic retirement solutions to pre-retirees and retirees.
Founded in 2012
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michael Palumbo
CEO
Justin Halverson RICP®
Partner
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