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    Personal Financial Advisor - Minneapolis, United States - Nicollet Investment Management

    Nicollet Investment Management
    Nicollet Investment Management Minneapolis, United States

    1 week ago

    Default job background
    Description

    Responsibilities:

    Financial Advisor Services

    • Serve as primary advisor and contact for new and assigned individuals, families, and organizations. Provide customized detailed cash flow-based investment plans to meet specific near-term and long-term personal financial and investment planning goals. Conduct periodic reviews and assessments of clients' changing needs and circumstances.
    • Serve as secondary advisor and contact for new and assigned client relationships, assisting primary adviser build investment management and financial plans including ongoing review and oversight.
    • Assist with firms efforts to improve financial planning, investment advising and client service processes.
    • Work with other advisors on assigned projects related to client service, financial planning engagements and investment management strategies.

    Qualifications:

    Minimum:

    • Certified Financial Planner designation completed or in progress
    • 3+ years of experience performing financial planning and investment planning services for clients
    • Desire to assist the firm grow and prosper
    • Commitment to regulatory compliance with no negative history
    • Excellent written and verbal communication skills
    • Pleasant, upbeat interpersonal skills with clients and peers
    • Works well independently and in a team environment with other experienced professionals
    • Strong technical and analytical skills related to investment advising and financial planning
    • Proficient with Microsoft Office and other financial planning related software applications

    Salary & Benefits:

    • Base salary commensurate with experience and qualifications.
    • Bonus opportunity is available
    • 401(k) Plan
    • Group Medical Insurance
    • Private office space with flexible scheduling

    Nicollet Investment Management, Inc.

    An Equal Opportunity Employer.

    Industry

    • Investment Management

    Employment Type

    Full-time

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