Financial Coordinator - Minnetonka

Only for registered members Minnetonka, United States

1 month ago

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Job summary

This role is essential to the overall client experience and serves as a critical support function within an advisor's practice.

It is a stepping stone role to becoming an advisor on the Altman Team at Fortune Financial.

As a Registered Financial Coordinator you are often the first point of contact for clients and play a vital role in managing client relationships, operational coordination, securities and insurance processing, and daily administrative functions.

This position requires strong initiative, professionalism, confidentiality, and exceptional time management.
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