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Client Advisor

Employer
Fiduciary Counselling, Inc.
Location
Saint Paul, Minnesota or Tacoma, Washington
Salary
Excellent benefits and pay commensurate with experience
Closing date
Oct 3, 2021

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
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Job Details

Are you a relationship builder with strong financial acumen looking to join a dynamic team?

As a Client Advisor, you’ll be the primary leader of the client’s advisory services team, the first connection clients have with FCI. You’re a relationship builder, proactive and strategic, a whiz at integrating financial services, the best in your friend group at keeping secrets, a stellar leader who brings value to client meetings, and you have a holistic approach to your advice, strategic planning, and relationship management.

Your job will be to build and continue to enhance your relationship with our clients, and their relationship with FCI as a whole. While your position is the leader of the client service team, you’re also great at group projects and allowing others to shine in their strengths. You’ll work with most FCI departments, including investments, tax, trust, estate, and charitable teams, to provide clients with best-in-class client service and advice.

FCI’s core values are Excellence, Advocacy, and Teamwork, and each of our employees excels in all areas. We expect the best because we work with the best clients and colleagues.

Company

Fiduciary Counselling, Inc. is a private financial services and registered investment advisor (RIA) company. We are located in St. Paul, MN and Tacoma, WA. We provide our private clients with a variety of services including financial planning, investments, tax compliance and tax planning, estate planning and estate administration, charitable administration, trust administration and more.
Find Us
Telephone
651-215-4423
Location
30 East 7th Street
Suite 2000
St. Paul
MN
55101
US
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