About this role
Great Waters Financial, LLC - Client Experience Advisor at Great Waters Financial, LLC. Location: Shoreview, Minnesota, United States. Role: deliver guidance, coordinate planning, maintain relationships Requirements: Series 65 (or Series 7 and Series 66), Life & Health license; excellent verbal and written communication. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Salesforce, Orion, Moneyguide, Holistiplan Certifications: series 65, series 7, series 66, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English