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Financial Advisor
3 weeks ago
Wings Financial Credit Union St Paul, United StatesJob Description · Job Description · Primary Purpose: · This position's primary responsibility will be to work within a Senior Advisor team to service a growing book of business. In addition to servicing the demands of existing clients the position will also actively solicit ne ...
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Financial Advisor
2 weeks ago
Wings Financial St Paul, United StatesPrimary Purpose: · This position's primary responsibility will be to work within a Senior Advisor team toservice a growing book of business. In addition to servicing the demands of existingclients the position will also actively solicit new business where applicable. · Essentia ...
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Financial Advisor
3 weeks ago
Wings Financial St Paul, United StatesPrimary Purpose: This position's primary responsibility will be to work within a Senior Advisor team toservice a growing book of business. In addition to servicing the demands of existingclients the position will also actively solicit new business where applicable. · Essential F ...
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Financial Advisor
1 week ago
Transcend Practice Management St Paul, United StatesFinancial Advisor · Location: In-office; New Brighton, MN · Hours: Mon-Thurs 8am-4:30pm, Fri 8am-4pm · Compensation: $100,000 – $125,000, based on experience · We are a close, tight-knit team that works together to deliver high-quality financial planning services · to our cl ...
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senior financial advisor/partner
1 week ago
Jobot St Paul, United StatesStrong Wealth Management Firm, with great bonuses/upward mobility · This Jobot Job is hosted by: Barrett Davis · Are you a fit? Easy Apply now by clicking the Apply button · and sending us your resume. · Salary: $200,000 - $500,000 per year · A bit about us: · Join our rapi ...
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Senior Financial Advisor/Partner
1 day ago
Jobot St Paul, United StatesStrong Wealth Management Firm, with great bonuses/upward mobility · Is this the role you are looking for If so read on for more details, and make sure to apply today. · This Jobot Job is hosted by: Barrett Davis · Are you a fit? Easy Apply now by clicking the "Apply" button · ...
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University Of St Thomas St Paul, United StatesOVERVIEW · : · The University of St. Thomas invites qualified candidates to apply for a Financial Aid Advisor or an Assistant Director of Financial Aid (depending on qualifications) position within Enrollment Services. · The University of St. Thomas embraces diversity, inclusio ...
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University Of St Thomas St Paul, United StatesOVERVIEW: · The University of St. Thomas invites qualified candidates to apply for a Financial Aid Advisor or an Assistant Director of Financial Aid (depending on qualifications) position within Enrollment Services. · The University of St. Thomas embraces diversity, inclusion, ...
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Bank of America St Paul, United StatesFinancial Solutions Advisor Registration CandidateConsumer Investments-West ST. Paul, MN · West Saint Paul, Minnesota · **Job Description:** · At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we conn ...
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Senior Investment Solutions Specialist
2 weeks ago
Cetera Financial Group St Paul, United StatesThe Senior Investment Solutions Specialist will support the design, development, and management of Cetera Financial Group's RIA advisor platform and programs. This individual will serve as a subject matter expert and plan an integral role in the ongoing management of the new plat ...
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Supervision Specialist
2 weeks ago
Cetera Financial Group St Paul, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
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Microsoft 365 Engineer
3 weeks ago
Cetera Financial Group St Paul, United StatesJob Description · We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager ...
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Network Engineer
3 weeks ago
Cetera Financial Group St Paul, United StatesJob Description · At Cetera, our technology team is at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a g ...
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Merrill Market Supervision Manager
3 weeks ago
Bank of America St Paul, United StatesJob Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...
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Supervision Specialist
2 weeks ago
Cetera Financial Group St Paul, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
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Baker Tilly Virchow Krause St Paul, United StatesOverview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chi ...
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Network Engineer
2 weeks ago
Cetera Financial Group St Paul, United StatesJob Description · At Cetera, our technology team is at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a g ...
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Client Experience Advisor
3 weeks ago
Great Waters Financial St Paul, United StatesAbout the job · The Client Experience Advisor at Great Waters Financial is responsible for advising our clients through a focus on teamwork and detail orientation. This role serves as an integral part of our team by being available to our Clients for financial planning needs and ...
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Supervision Specialist
1 week ago
Cetera Financial Group St Paul, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
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Supervision Specialist
1 week ago
Cetera Financial Group St Paul, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
Financial Advisor - St Paul, United States - Transcend Practice Management
Description
Financial Advisor
Location:
In-office; New Brighton, MN
Hours:
Mon-Thurs 8am-4:30pm, Fri 8am-4pm
Compensation:
$100,000 - $125,000, based on experience
We are a close, tight-knit team that works together to deliver high-quality financial planning services
to our clients.
We bring our values to work each day:
reliability, appreciation, insistent accuracy, critical-thinking, a drive to stay current, and enthusiasm for the opportunities each day presents. Being a trusted advocate for one of life's most valued resources-financial security-is a high honor. We are looking for an individual who shares our values and wants to share in that honor.
We are excited to announce a new opportunity for an additional team member to join our team.
If you have experience as a Financial Advisor and want to provide a high-quality experience for clients, we want to hear from you, so please get in touch today as we would like to meet the very best candidates immediately.
In your new role, you can expect to:o Manage existing client relationships.
o Provide investment, tax, risk, education, and estate planning advice.
o Respond to client inquiries and requests.
o Conduct client reviews.
o Create and update financial plans in MoneyGuidePro and Right Capital.
o Correspond with clients, their family members, and strategic alliances.
o Continuously maintain client relationships, understanding their unique circumstances,
connections, and interests.
o Stay current on trends and regulations within the financial planning arena.
o Continually strive to do the right thing the right way.
Qualifications for this opportunity include:
o Bachelor's degree required
o CFP designation required
o - 8 years of experience as a financial planner providing advice on investment, tax, risk, education, and estate planning topics
o Series 7 and 66 (or 63 and 65) required
o Ability to thrive under pressure
o Excellent oral and written communication skills
o Attention to detail
o Strong problem-solving and critical-thinking skills
o Relationship management skills
o Positive attitude and enthusiasm
o Confidence and adaptability Flexible in embracing change
o Drive to help clients and co-workers
o Professionalism
o Strong computer skills:
Microsoft Office, MoneyGuide Pro or Right Capital a plus
o Experience managing a team, a plus
We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you.
#ZR
