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New Brighton

    Financial Advisor - New Brighton, United States - Transcend Practice Management

    Transcend Practice Management
    Transcend Practice Management New Brighton, United States

    1 week ago

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    Description

    Job Description

    Job 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 5 - 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

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    Company DescriptionWe welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you

    Company Description

    We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our client firm offers and see if it might be an attractive fit. We look forward to meeting you
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