Junior Financial Advisor

Job Description

We are currently seeking a Junior Financial Advisor to join our team!

We have offices in Maple Grove and Lakeville. Primary office for this position can be in either location based on convenience but will require meetings in the other location on occasion.

Responsibilities:

Work closely under the guidance of a senior financial partner advisor to develop skills and knowledge in the field of finance

Attend regular meetings and training sessions led by senior advisors or partners to enhance financial acumen and client management techniques

Shadow senior advisors or partners during client consultations and presentations to gain practical insights and experience

Learn business development strategies

Conduct financial assessments of clients to determine their financial status, goals, and risk tolerance

Understand and work with planning department to help build customized financial plans to address clients’ needs, including investments, insurance, retirement, and tax strategies

Assist and educate clients with the implementation of their financial plans; monitor progress and make adjustments to plan as necessary

Build and maintain long-term client relationships through exceptional service and regular communication

Collaborate with senior advisors and team members to ensure client satisfaction and integration of services

Qualifications:

Bachelor’s Degree in Finance, Economics, Business, or related field

Relevant certifications (such as Series 7, Series 66)

Working toward CFP®, ChFC®, etc. (this can begin post-hire)

Strong analysis and critical thinking skills

Self-starter, motivated, and works well in a team environment

Compensation:

Annual Salary based on initial qualifications and experience

Annual discretionary bonus based on targeted metrics

Medical and Retirement benefits

Company Description

We are a private wealth management group that specializes in comprehensive financial planning. We work with individuals and small businesses on cash flow management, investment planning, education planning, risk management, retirement planning, income distribution/tax planning, and estate planning.

Our mission is to guide our clients and make these complicated issues easy for them so that they can spend their time focusing on the things they love to do.

Full-time