Personal Financial Advisor

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Minneapolis, United States Nicollet Investment Management Full time

Responsibilities:

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 investment planning goals. Conduct periodic reviews and assessments of clients' changing needs and circumstances.
  • Serve as secondary advisor and contact for new and assigned client relationships, assisting primary adviser build investment management and financial plans including ongoing review and oversight.
  • Assist with firm’s efforts to improve financial planning, investment advising and client service processes.
  • Work with other advisors on assigned projects related to client service, financial planning engagements and investment management strategies.


Qualifications:

Minimum:

  • Certified Financial Planner™ designation completed or in progress
  • 3+ years of experience performing financial planning and investment planning services for clients
  • Desire to assist the firm grow and prosper
  • Commitment to regulatory compliance with no negative history
  • Excellent written and verbal communication skills
  • Pleasant, upbeat interpersonal skills with clients and peers
  • Works well independently and in a team environment with other experienced professionals
  • Strong technical and analytical skills related to investment advising and financial planning
  • Proficient with Microsoft Office and other financial planning related software applications

 

Salary & Benefits:

  • Base salary commensurate with experience and qualifications.
  • Bonus opportunity is available
  • 401(k) Plan
  • Group Medical Insurance
  • Private office space with flexible scheduling

 

Nicollet Investment Management, Inc.

An Equal Opportunity Employer.

 

Industry

  • Investment Management

 

Employment Type

·        Full-time


  • Financial Advisor

    Found in: beBee S US - 2 weeks ago


    Minneapolis, United States Alerus Financial Full time

    Description 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 opportunities. Financial Advisors deliver comprehensive financial advice to...

  • Financial Advisor

    Found in: beBee jobs US - 2 weeks ago


    Minneapolis, Minnesota, United States Alerus Financial 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 opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by...


  • Minneapolis, United States Nicollet Investment Management Full time

    Responsibilities: 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 investment planning goals. Conduct periodic reviews and assessments of clients' changing...


  • Minneapolis, United States Nicollet Investment Management Full time

    Responsibilities: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 investment planning goals. Conduct periodic reviews and assessments of clients' changing...


  • Minneapolis, United States Nicollet Investment Management Full time

    Responsibilities: 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 investment planning goals. Conduct periodic reviews and assessments of clients' changing...


  • Minneapolis, United States Voya Financial Advisors Full time

    Job DescriptionJob 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 the education market.This position will be responsible for 403(b)/457...


  • Minneapolis, United States Voya Financial Advisors Inc Full time

    Voya 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 position will be responsible for 403(b)/457 enrollment, retirement and investment...

  • Chief Financial Officer CFO Advisor Minneapolis

    Found in: beBee S US - 4 days ago


    Minneapolis, United States ExecHQ Full time

    Company Overview ExecHQ® is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities. Our clients range in size from...

  • Trust Officer

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Minneapolis, United States Cetera Financial Group Full time

    Cetera Trust Company (CTC) is an affiliate of Cetera Financial Group, a premier wealth advisory organization specializing in providing personalized investment management services. A key component of this role is developing strong working relationships with the financial professionals who partner with Cetera Trust to service their mutual clients and...

  • Trust Advisor III

    Found in: beBee S US - 2 weeks ago


    Minneapolis, United States Comerica Bank Full time

    Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven...

  • Trust Advisor III

    Found in: beBee jobs US - 2 weeks ago


    Minneapolis, Minnesota, United States Comerica Bank Full time

    Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven...

  • New Advisor Development Consultant

    Found in: beBee S US - 2 weeks ago


    Minneapolis, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? The New Advisor Development Consultant will onboard, train, coach, consult and develop new financial advisors in years 1-5, with a deep focus on our Associate Financial Advisors (AFAs). What will you do? Provide proactive and reactive coaching, consulting and training to new financial advisors (60%)Coaching...

  • New Advisor Development Consultant

    Found in: beBee jobs US - 2 weeks ago


    Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity? The New Advisor Development Consultant will onboard, train, coach, consult and develop new financial advisors in years 1-5, with a deep focus on our Associate Financial Advisors (AFAs).What will you do? Provide proactive and reactive coaching, consulting and training to new financial advisors (60%)Coaching...


  • Minneapolis, United States H&R Block Full time

    **498970BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...


  • Minneapolis, United States North Star Resource Group Full time

    North 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 you can use your relationship building skills and your ability to meet and exceed...

  • Experienced Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Minneapolis, United States North Star Resource Group Full time

    North 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 you can use your relationship building skills and your ability to meet and exceed...

  • New Advisor Development Consultant

    Found in: beBee jobs US - 2 weeks ago


    Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The New Advisor Development Consultant will onboard, train, coach, consult and develop new financial advisors in years 1-5, with a deep focus on our Associate Financial Advisors (AFAs). What will you do?Provide proactive and reactive coaching, consulting and training to new financial advisors (60%)Coaching...

  • Enrollment Advisor

    Found in: beBee S US - 2 weeks ago


    Minneapolis, United States Minneapolis Community And Technical College Full time

    The Enrollment Advisor is to provide comprehensive enrollment advising to new and returning Minneapolis College students who come into or contact Student Services for assistance in the areas of registration, financial aid and student records.Required Qualifications Education and / or experience with advising, financial aid, student enrollment or higher...

  • Enrollment Advisor

    Found in: beBee jobs US - 2 weeks ago


    Minneapolis, Minnesota, United States Minneapolis Community And Technical College Full time

    The Enrollment Advisor is to provide comprehensive enrollment advising to new and returning Minneapolis College students who come into or contact Student Services for assistance in the areas of registration, financial aid and student records.Required Qualifications Education and / or experience with advising, financial aid, student enrollment or higher...

  • Financial Analyst

    24 minutes ago


    Minneapolis, United States Creative Financial Staffing Full time

    Financial Analyst Exceptional opportunity with a global, high-growth company known for providing excellent opportunity for growth/advancement! They offer: three weeks of vacation per year (accrued) Five Personal days and five sick days per year Ten paid holidays per year Comprehensive medical and dental coverage, flexible spending account Short-term...