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    Financial Advisor Associate - Minneapolis, United States - Teksalt

    Teksalt
    Teksalt Minneapolis, United States

    1 week ago

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    Description

    Job Description

    Job Description

    We are looking for Financial Advisor Associate in Plymouth, MN. This is a rewarding position because you play an important role in helping clients achieve their life goals, such as financial security for loved ones and a comfortable retirement. The role is primarily an advisory or sales role. If you or know anyone would be interested please reach out to me at

    Roles/Responsibilities

    You will be an integral part of our team by supporting the lead advisor/owner in servicing existing clients, growing his practice and by focusing upon new client acquisition and enhancing direct client relationships.
    Be directly responsible for the book of business (Prefer to have $10MM -$25MM of existing business) that he/she brings
    Work directly with clients, in collaboration with the lead advisor
    Find new prospects and schedule new appointments
    Support lead advisor in marketing initiatives to grow the business
    Generating additional sales and new clients
    Will focus on new client acquisition into the practice especially for financial planning
    Help bring new assets for being managed in to the practice
    Find life insurance/long-term care leads into the practice and work on helping clients get life/long-term care insurance.

    Education & Experience
    Undergraduate degree
    Series 7 and 66 Licenses (or equivalent) and Life & Health License required
    2-5 years of experience in the financial services industry (familiarity with account types, mutual funds, stocks, financial planning etc.) preferred
    High level of comfort and familiarity with general technology and software applications (Microsoft Office products, social media, Smart Office, E-Money, Riskalyze preferred, but not required

    Thank you,
    Praveen
    TekSalt Solutions

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