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Financial Planner

1 month ago

New Brighton, United States Valtinson Bruner Financial Planning Full time

Company DescriptionValtinson Bruner Financial PlanningRole DescriptionThis is a full-time on-site role for a Financial Planner located in New Brighton, MN. The Financial Planner will work closely with senior planners and clients to develop personalized financial plans, manage investment portfolios, and provide strategies for retirement planning and financial goal achievement. The role requires conducting financial assessments, analyzing clients' financial situations, and recommending tailored solutions. Collaboration with colleagues and staying up to date on industry trends and regulations will also be key responsibilities.QualificationsStrong expertise in Personal Financial PlanningCertification as a Certified Financial Planner is highly valued, but not requiredKnowledge in Finance and Retirement Income Planning strategiesExcellent interpersonal and communication skills to interact effectively with clientsAnalytical and detail-oriented with the ability to develop comprehensive financial strategiesWork history in a financial planning or accounting field preferredProficiency in financial planning software and tools or ability to learn quickly (Examples: EMoney, IncomeLab, Holistiplan, Excel)