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Financial Advisor
Job Description
A reputable financial services firm is searching for a dedicated Financial Advisor to join their team in New Brighton, MN. They are looking for someone with at least 5 years of experience in the financial planning industry who can independently develop and present advice on investment, tax, risk, education, and estate planning topics. This role offers the chance to manage existing client relationships, deliver high-quality financial planning services, and grow within the company. If you are passionate about making smart financial decisions for clients and possess strong communication and problem-solving skills, this opportunity is perfect for you.
Financial Advisor Requirements:
- Bachelor s degree is required
- CFP designation or willingness to obtain promptly
- Series 7 and 66 licenses
- 5+ years of experience in the financial planning industry
- 2+ years of experience as a financial planner, independently developing and presenting advice
- Proficiency in Microsoft Word, Outlook, Excel, and Teams
- Experience with Calendly, ShareFile, and DocuSign preferred
- Strong oral and written communication skills
- Excellent attention to detail and problem-solving skills
- Ability to perform under pressure and manage multiple tasks
- Positive attitude, strong work ethic, and enthusiasm for helping clients and coworkers
Financial Advisor Responsibilities:
- Manage existing client relationships, providing comprehensive financial planning advice
- Develop and present investment, tax, risk, education, and estate planning strategies
- Respond to client inquiries and requests promptly
- Conduct regular client reviews and update financial plans in Money Guide Pro and Right Capital
- Maintain continuous client relationships, understanding their unique circumstances and needs
- Collaborate with the team to ensure a high standard of client service
- Correspond with clients, their family members, and strategic alliances
- Learn and adhere to company-specific processes and procedures
Benefits:
- Medical, Dental and Vision insurance
- 401K Plan
- 3 weeks PTO plus paid federal holidays
- Potential for 1 day remote after training period
- Friendly culture where the team stays current, thinks outside the box and looks for ways to improve
- Great training and growth opportunities
Apply now!
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