FInancial Advisor

Job Description

Benefits:

Dental insurance

Health insurance

Paid time off

A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations.

(Note: This is a position with salary and bonus pay, not commission)

Responsibilities & Activities:

Meet clients semi-annually to review investment portfolio and discuss strategies and planning topics

Prepare comprehensive financial plan and proposals to clients and referrals; Present analysis and proposals for clients

Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision; Meeting with clients periodically for review meetings

Assists in research and trading duties when needed

Assists the Senior Financial Advisor in planning and servicing as requested

Develops and maintains written systems of all their activities

Coordinate with team members all client servicing tasks and prioritizes them daily

Helps expand client base

Knowledge, Skills & Abilities:

Requires:

- At least 3 years of experience as Financial Advisor

- Excellent interpersonal and communication skills

- Excellent attitude and an extraordinary client service orientation

- A genuine interest in serving and caring for other people

- Excellent organizational and time management skills

- An ability to handle multiple tasks and handle stress

- NASD Series 7, 63, 65 or 66

Helpful:

- CFP practitioner preferred

Salary:

- $100,000 and up depending on qualifications

Hours and Location:

Monday-Friday roughly 8am-4:30pm

Please note this position is fully in office at our Golden Valley location. This is not a remote position.

Job Type: Full-time

Pay: From $100,000.00 per year

Benefits:

Dental insurance

Financial planning services

Health insurance

Paid time off

Retirement planCompensation Package:

Bonus opportunitiesWork Location: In person

Full-time