Personal Financial Advisor
2 weeks ago
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 jobs US - 2 weeks ago
Minneapolis, Minnesota, United States Alerus Financial 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 opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by...
-
Financial Advisor
Found in: beBee S US - 2 weeks ago
Minneapolis, United States Alerus Financial Full timeDescription 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...
-
Personal Financial Advisor
1 week ago
Minneapolis, United States Nicollet Investment Management Full timeResponsibilities: 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...
-
Personal Financial Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Minneapolis, United States Nicollet Investment Management Full timeResponsibilities: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...
-
Personal Financial Advisor
4 days ago
Minneapolis, United States Nicollet Investment Management Full timeResponsibilities: 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...
-
Voya Minneapolis Financial Advisor
1 week ago
Minneapolis, United States Voya Financial Advisors Full timeJob 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...
-
Voya Minneapolis Financial Advisor
1 week ago
Minneapolis, United States Voya Financial Advisors Inc Full timeVoya 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 timeCompany 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 timeCetera 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 timeTrust 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 timeTrust 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...
-
Block Advisors Tax Advisor
3 days ago
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...
-
New Advisor Development Consultant
Found in: beBee S US - 2 weeks ago
Minneapolis, United States Royal Bank of Canada Full timeJob 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 timeJob 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...
-
Experienced Financial Advisor
2 weeks ago
Minneapolis, United States North Star Resource Group Full timeNorth 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 timeNorth 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 timeJob 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 timeThe 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 timeThe 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
4 hours ago
Minneapolis, United States Creative Financial Staffing Full timeFinancial 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...