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

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