- Thrivent Financial (Faribault, MN)
- This position provides licensed financial and non- financial support to Legacy Wealth Advisors and will serve as a resource to Thrivent Financial for ... of sensitive/confidential information. + Basic understanding of Legacy Wealth Advisors , our products and services, and Thrivent Financial . Competencies +… more
- Bank of America (Wayzata, MN)
- …legacy , and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... Wealth Management Client Associate Wayzata, Minnesota **To proceed with your application,...responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting… more