Financial Advisor - Minneapolis, MN - RIA Recruiting

    RIA Recruiting
    RIA Recruiting Minneapolis, MN

    1 week ago

    $65,000 - $130,000 (USD) per year *
    Description

    Financial Advisor

    We are seeking a Financial Advisor to join our team at RIA Recruiting in Minneapolis. The ideal candidate will work with our existing client base on financial planning and investment management, collaborating closely with our team.

    • Design and implement proactive financial plans focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning.
    • Presentation of detailed financial analysis considering clients' preferences, values goals and priorities for personal and financial success.

    The successful candidate will possess 3-8 years of experience in wealth management/financial planning. A CFP designation is required along with excellent client service skills attention to detail teamwork attitude self-starter personality growth orientation commitment to excellence

    * This salary range is an estimation made by beBee
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