- Build relationships with existing clients to better serve and support them. Initially you will work with 70-80 high value financial planning clients.
- Actively engage in new client acquisition to grow the practice.
- Attend client meetings, taking notes, documenting action items, and efficiently collaborating with the team on tasks.
- Perform in-depth analysis of client financial situations and create tailored financial plans.
- Assist in market research and portfolio management.
- Prepare financial planning summary letters.
- Follow up on client calls and requests.
- Team player demonstrating integrity, hard work ethic, and high moral character.
- Positive attitude combined with a genuine desire to learn and develop.
- Exceptional attention to detail.
- Proficient in organizational and computer skills.
- Strong communication abilities.
- Excellent time management and task prioritization skills.
- Willingness to adhere to compliance rules and regulations as stated and required by advisor and FINRA.
- Minimum requirement of an undergraduate degree or higher.
- Preferred: Over 10 years of experience in the financial planning industry.
- Required licenses (or commitment to obtaining within the first 3 months of hire): Series 7, Series 66, and Minnesota State Life & Health.
- CFP designation preferred, or willingness to obtain over time.
- Base salary $85k-$150k, commensurate with experience
- Bonus schedule
- 401k with 3% match and 2% profit sharing
- Life insurance, $50,000 company paid
- Short-term and long-term disability insurance
- Competitive paid time off schedule
- Potential succession opportunity
- Monday to Friday
- In office with opportunity for hybrid schedule
-
Wealth Financial Advisor
Found in: Jooble US O L C2 - 2 days ago
Fidelity Investments Edina, MN, United StatesFidelity Investments' Racial Equity & Diversity Pledge · "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and resp ...
-
Financial Advisor
Found in: Lensa US 4 C2 - 3 days ago
Alerus Minneapolis, United StatesWe are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. · Position Summary: · Financial Advisors are responsible for enhancing existing relationships and developing new business oppor ...
-
Financial Advisor
Found in: Appcast Linkedin GBL C2 - 1 day ago
Prudential Financial Minneapolis, United StatesPrudential Advisors is looking for an experienced financial professional in the Twin Cities area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the t ...
-
Financial Advisor
Found in: Lensa US 4 C2 - 3 days ago
Gallagher Minneapolis, United StatesAbout Us:Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments wher ...
-
Financial Advisor
Found in: beBee S2 US - 2 weeks ago
Alerus Financial Minneapolis, United States Regular, Full time· We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. · Position Summary: · Financial Advisors are responsible for enhancing existing relationships and developing new business oppo ...
-
Financial Advisor
Found in: beBee S2 US - 2 weeks ago
Alerus Financial Minnetonka, United States Full timeWe are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. · Position Summary: · Financial Advisors are responsible for enhancing existing relationships and developing new business opportu ...
-
Financial Advisor in Training
Found in: Lensa US 4 C2 - 5 days ago
Threadneedle group Minneapolis, United StatesThe Financial Advisor in Training position is intended for those who want to become a financial advisor in a team environment. As a Financial Advisor in Training, we provide necessary support to obtain your Series 7 and 66 and life insurance licenses as you start getting exposure ...
-
Personal Financial Advisor
Found in: Appcast Linkedin GBL C2 - 1 day ago
Nicollet Investment Management Minneapolis, United StatesResponsibilities: · 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 inves ...
-
Personal Financial Advisor
Found in: Lensa US 4 C2 - 5 days ago
Nicollet Investment Management Minneapolis, United StatesResponsibilities: · 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 inv ...
-
Experienced Financial Advisor
Found in: Appcast Linkedin GBL C2 - 1 day ago
North Star Resource Group Minneapolis, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Maple Grove, MN. We are looking for an experienced financial advisor that would be housed in a bank and will harness strong cross-selling opportunities. · By joining an organization wher ...
-
RIA Financial Advisor
Found in: Lensa US 4 C2 - 3 days ago
Fricke Recruiting Minneapolis, United StatesRIA Financial Advisor k + Bonus · Industry: Financial Services & Wealth Management · Experience Seeking · Financial Acumen · Investment Strategy · Financial Planning · Client Negotiation & Communication skills · Financial Strategy Planning and Execution · Market Trend Know ...
-
Experienced Financial Advisor
Found in: Lensa US 4 C2 - 3 days ago
North Star Resource Group Minneapolis, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Maple Grove, MN. We are looking for an experienced financial advisor that would be housed in a bank and will harness strong cross-selling opportunities.By joining an organization where y ...
-
Financial Advisor
Found in: ZipRecruiter Test10S US C2 - 2 days ago
Northwestern Mutual Lake Elmo, United StatesJob Description · Job DescriptionSalary: · Entrepreneurship while making an impact. · This is a career shift that could change everything. · Things have changed in the past year, you've changed. You know your worth and are tired of working for someone else, being undervalued and ...
-
Voya Pensacola Financial Advisor
Found in: Lensa US 4 C2 - 6 days ago
Path Light Pro Minneapolis, United StatesVoya Financial Advisors · , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Pensacola area to work plan sponsor relationships. · This position will be ...
-
Voya Minneapolis Financial Advisor
Found in: Lensa US 4 C2 - 6 days ago
Voya Financial Advisors Inc Minneapolis, United StatesVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Minneapolis area to work plan sponsor relationships in the education market. · This po ...
-
Voya Minneapolis Financial Advisor
Found in: ZipRecruiter Test10S US C2 - 2 days ago
Voya Financial Advisors Minneapolis, United StatesJob Description · Job DescriptionVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Minneapolis area to work plan sponsor relationships in ...
-
Contract Transmittal Specialist
Found in: Appcast Linkedin GBL C2 - 21 hours ago
Howden Tiger Edina, United StatesFormed in 2008 as TigerRisk Partners, a privately-held reinsurance broker and risk/capital management advisor with a selective list of current and prospective customers. TigerRisk joined forces with Howden Group, an international insurance intermediary, in 2023 to build a global ...
-
Financial Accounting Specialist
Found in: Orion Innovations US - 4 days ago
Orion Innovations North St. Paul, MN, United States Freelance**Financial Accounting Specialist (m/f/d) - Administration PETRA in Schlüchtern, North St. Paul, MN** · **Start Date: Immediate** · **Working Hours: Part-time hours/week)** · **Duration: Permanent** · **Your Responsibilities:** · - Responsible for accounts payable, accounts recei ...
-
VP, General Counsel
Found in: Lensa US P 2 C2 - 6 days ago
Western National Insurance Edina, MN, United StatesJob Type · Full-time Description Who are we? Western National Insurance Group is a private mutual insurance company with over 120 years of experience serving customers' property-and-casualty insurance needs in the Midwestern, Northwestern, and Southwestern United States. Known ...
-
Financial Services Customer Service Agent
Found in: Jooble US O L C2 - 2 days ago
Fidelity Investments Edina, MN, United StatesFidelity Investments' Racial Equity & Diversity Pledge · "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and resp ...
Associate Financial Advisor - Edina, United States - Professional Diversity Network
Description
Ameriprise Financial
Are you ready to step into a pivotal role within an established, thriving solo practice? As an Associate Financial Advisor joining our team, you'll have the unique opportunity to directly engage with clients, taking on existing relationships and guiding them towards their financial goals.
With over 25 years of experience backing our practice and assets exceeding $400 million, we're primed for continued growth. Your role will be instrumental in driving this expansion, not only by nurturing existing client connections but also by actively bringing new clients on board.
Beyond client relationships, you'll play a crucial part in asset management, working closely with our seasoned advisor to ensure optimal portfolio performance and growth.
If you're driven, results-oriented, and eager to excel in a fast-paced environment, we want you on our team. Join us and be a part of our journey towards continued success and client satisfaction.
Role:
Key traits and skills:
Education, experience, and other designations preferred:
Salary:
Benefits:
Schedule:
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timePDN-9bd15a49-4f07-48f1-b32d-df442b6c6ca4