Financial Planner

3 weeks ago

New Brighton MN, United States Valtinson Bruner Financial Planning Full time

Company Description Valtinson Bruner Financial Planning Role Description This 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. Qualifications Strong expertise in Personal Financial Planning Certification as a Certified Financial Planner is highly valued, but not required Knowledge in Finance and Retirement Income Planning strategies Excellent interpersonal and communication skills to interact effectively with clients Analytical and detail-oriented with the ability to develop comprehensive financial strategies Work history in a financial planning or accounting field preferred Proficiency in financial planning software and tools or ability to learn quickly (Examples: EMoney, IncomeLab, Holistiplan, Excel)

  • Financial Planner

    3 weeks 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...

  • Financial Planner

    3 weeks 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...

  • Financial Planner

    3 weeks ago

    Saint Paul, MN, United States Valtinson Bruner Financial Planning Full time

    Company Description Valtinson Bruner Financial Planning Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. Role Description This 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...

  • Financial Planning

    3 weeks ago

    New Brighton, MN, United States Valtinson Bruner Financial Planning Full time

    Company Description Valtinson Bruner Financial Planning This 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...

  • Senior Financial Planner

    2 weeks ago

    New York, United States ELEMENT Financial Group Full time

    About Element Financial GroupAt Element Financial Group, we believe financial planning should feel personal.We help professionals and entrepreneurs in tech, fashion, entertainment, and the arts—and the tastemakers who drive those industries—connect the dots between their career, life, and finances.Our clients are innovators, creatives, and business...

  • Senior Financial Planner

    3 weeks ago

    New York, United States ELEMENT Financial Group Full time

    About Element Financial GroupAt Element Financial Group, we believe financial planning should feel personal.We help professionals and entrepreneurs in tech, fashion, entertainment, and the arts—and the tastemakers who drive those industries—connect the dots between their career, life, and finances.Our clients are innovators, creatives, and business...

  • Senior Financial Planner

    3 weeks ago

    New York, NY, United States ELEMENT Financial Group Full time

    About Element Financial Group At Element Financial Group, we believe financial planning should feel personal. We help professionals and entrepreneurs in tech, fashion, entertainment, and the arts —and the tastemakers who drive those industries—connect the dots between their career, life, and finances. Our clients are innovators, creatives, and business...

  • Senior Financial Planner

    3 weeks ago

    New York, NY, United States ELEMENT Financial Group Full time

    About Element Financial Group At Element Financial Group, we believe financial planning should feel personal. We help professionals and entrepreneurs in tech, fashion, entertainment, and the arts—and the tastemakers who drive those industries—connect the dots between their career, life, and finances. Our clients are innovators, creatives, and business...

  • Senior Financial Planner

    3 weeks ago

    New York, NY, United States ELEMENT Financial Group Full time

    About Element Financial Group At Element Financial Group, we believe financial planning should feel personal. We help professionals and entrepreneurs in tech, fashion, entertainment, and the arts —and the tastemakers who drive those industries—connect the dots between their career, life, and finances. Our clients are innovators, creatives, and business...

  • Senior Financial Planner

    3 weeks ago

    New York, United States ELEMENT Financial Group Full time

    About Element Financial GroupAt Element Financial Group, we believe financial planning should feel personal.We help professionals and entrepreneurs in tech, fashion, entertainment, and the artsand the tastemakers who drive those industriesconnect the dots between their career, life, and finances.Our clients are innovators, creatives, and business leaders. We...