Associate Financial Planner

PLANNING WITH PURPOSE, TEAM ATMOSPHERE

Our client is a fee-only, independent Registered Investment Advisory firm in Minneapolis, MN. They serve clients with a specialized approach to financial planning. This firm works with their clients as a team with a core belief that financial planning is best done through a process of aligning one’s financial decisions with their most important values. Their team is dedicated to an elevated client experience. If you are searching for a firm that embodies a growth mindset and allows unlimited growth opportunities, this is the position for you.

RESPONSIBILITIES WE’LL TRUST YOU WITH

Initial responsibilities will include supporting the 2 lead advisors by preparing client financial plans, meeting prep/follow up, maintaining client contact records, notes and documents. You will also prepare and edit correspondence, reports and presentations and handle all client service issues within capacity. You will assist with investment analysis, recommendations, and implementation. You will participate in team meetings, trainings, and educational opportunities.  

QUALIFICATIONS

1-3 years of experience in financial services preferred. Bachelor’s Degree required. CFP® or has passed the CFP® exam and still working on experience requirement. Preference towards knowledge of Microsoft Office products, Redtail, MoneyGuidePro, Black Diamond preferred.

THE PERKS

Salaried position with bonus compensation structure. 401 (k) plan eligibility with company match. Professional development budget, FPA membership and CFP® Dues. Paid volunteer time to all team members, encouraging them to help charitable organizations in the communities they support. Summer office hours; shorter Fridays Memorial Day – Labor Day. Opportunity for hybrid-flex hours.