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Job Description
The Wealth Management Specialist is responsible for the initial engagement of subset advisors in the assigned Growth Team region, connecting advisors to Center of Excellence and Sales Enablement team. Provide support to the Growth Team in delivery of value-added programs and communications to all Tier levels of advisors. This is a hybrid role, 2 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the Dallas, TX | St. Paul & St. Cloud, MN area as the primary office locations.