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REMOTE Financial Advisor

Company:
DESIGN WORK
Location:
Minneapolis, MN, 55415
Posted:
June 23, 2025
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Description:

## Key Responsibilities: 1.

Assess clients' financial goals and develop personalized plans.

2.

Provide investment advice and portfolio management.

3.

Offer guidance on retirement planning, tax strategies, and estate planning.

4.

Stay updated on market trends and regulatory changes.

5.

Build and maintain client relationships.

## Requirements: 1.

Relevant certifications (CFP, CFA). 2.

Strong understanding of financial markets and products.

3.

Excellent communication and interpersonal skills.

4.

Proven experience in financial advisory.

## Skills: 1.

Financial planning and analysis.

2.

Investment management.

3.

Risk assessment and management.

4.

Client relationship building.

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