MRK Financial Solutions | Financial Services Associate

4 days ago

Minneapolis, United States MRK Financial Solutions Inc Full time

SERVICE FINANCIAL ASSOCIATE

Summary:

The Service Financial Associate assists Senior advisor in reviewing a client’s financial goals, priorities, risk profile and lifestyle, helping create a balanced and realistic plan to meet these goals by performing the following duties. Must have CFP or willing to obtain after hire. This is a professional, non-producing role.

Job functions and responsibilities include, but are not limited to:

·       Acts as a fiduciary with the Advisor to increase MRKs client base and influence.

·       Meets jointly with Advisor and clients to determine current assets, investments and financial goals.

·       Obtains qualitative and quantitative aspects of the clients financial and relevant non-financial situations.

·       Gathers, analyzes, and completes all information, per broker dealer and MRK Financial Solutions guidelines.

·       Utilizes asset management tools and designs a financial plan to facilitate the achievement of client’s goals.

·      Work with our strategic partnership accounting practices.

·       Monitors, revises and updates plan information as clients needs and situations change.

·       Assist the paraplanner with trades, cash management, and other aspects of investment management for all of our client

·       Initially participates in all internal meetings or those applicable

·       Other duties, as needed.

Competencies:

·       Client-Service Focused.

·       Oral and Written Communication Proficiency.

·       Time-Management.

·       Detail-Oriented.

·       Professionalism.

·       Ethical Conduct.

·       Interpersonal Skills.

Driving Requirement: Must have a valid drivers license in good standing.

Language Ability:

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from group of managers, clients, customers and general public.

Reasoning Ability:

An ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardizations exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. 

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Excel, Morningstar, Microsoft Outlook, Redtail and/or pertinent financial software.

Work Environment:

This job operates in a professional office environment where the noise level is usually moderate. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, walk, sit and use their hands. The employee is occasionally required to climb/balance/stop/kneel/crouch/crawl. The employee must occasionally life and/or move up to 10 lbs.

The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the world environment is usually moderate to low.

Education and Experience:

Bachelor’s degree in finance or accounting; or four to six years of related experience and/or training; or equivalent combination of education and experience.

Certifications and Licenses:

-       CFP Designation is required; or must be willing to obtain in the future.

-       MN Life Insurance/Health/Annuity is preferred; or must be willing to obtain in the future.

Please note this job description is not intended to be an all-inclusive list of the employee’s sole job functions and responsibilities; and nothing in this document restricts the employer’s right to assign or reassign duties, responsibilities, or obligations to this job at any time with or without notice.

  • MRK Financial Solutions | Financial Services Associate

    6 days ago

    minneapolis, United States MRK Financial Solutions Full time

    SERVICE FINANCIAL ASSOCIATE Summary:The Service Financial Associate assists Senior advisor in reviewing a client’s financial goals, priorities, risk profile and lifestyle, helping create a balanced and realistic plan to meet these goals by performing the following duties. Must have CFP or willing to obtain after hire. This is a professional, non-producing...

  • Financial Services Associate

    1 week ago

    Minneapolis, United States MRK Financial Solutions Full time

    SERVICE FINANCIAL ASSOCIATE Summary:The Service Financial Associate assists Senior advisor in reviewing a client’s financial goals, priorities, risk profile and lifestyle, helping create a balanced and realistic plan to meet these goals by performing the following duties. Must have CFP or willing to obtain after hire. This is a professional, non-producing...

  • Financial Services Associate

    7 days ago

    Minneapolis, United States MRK Financial Solutions Full time

    SERVICE FINANCIAL ASSOCIATE Summary:The Service Financial Associate assists Senior advisor in reviewing a client’s financial goals, priorities, risk profile and lifestyle, helping create a balanced and realistic plan to meet these goals by performing the following duties. Must have CFP or willing to obtain after hire. This is a professional, non-producing...

  • Financial Services Associate

    5 days ago

    Minneapolis, United States MRK Financial Solutions Inc Full time

    SERVICE FINANCIAL ASSOCIATE Summary: The Service Financial Associate assists Senior advisor in reviewing a clients financial goals, priorities, risk profile and lifestyle, helping create a balanced and realistic plan to meet these goals by performing the following duties. Must have CFP or willing to obtain after hire. This is a professional, non-producing...

  • Tech Solutions Architect

    1 month ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    **About the Role**We are seeking a skilled Tech Solutions Architect to join our team at Ameriprise Financial. This is a full-time, exempt position.**Company Overview**Ameriprise Financial is a diversified financial services leader with over $1 trillion in assets under management and administration. We have a strong financial foundation and an unwavering...

  • Financial Services Associate

    1 day ago

    Minneapolis, United States Farmers Insurance & Financial Services Full time

    Job DescriptionJob DescriptionDo you have at least 3 years successfully selling life insurance and financial services and would prefer to have access to existing auto and home insurance clients to sell to eliminating the need to to prospect or buy leads?The award winning district office of Farmers insurance in Plymouth, MN is seeking a Financial Services...

  • Financial Services Representative

    2 weeks ago

    Minneapolis, Minnesota, United States OneMain Financial Full time

    Unlock a fulfilling career with OneMain Financial as a Financial Services Representative! About the Role:We are seeking an experienced and results-driven individual to join our team as a Financial Services Representative in one of our branch locations. As a representative, you will be responsible for delivering exceptional customer service, meeting sales...

  • Financial Team Member

    1 week ago

    Minneapolis, Minnesota, United States Berger Financial Full time

    About the JobWe are seeking a skilled Client Services Associate to join our team at Berger Financial Group. As a key member of our Central Services Team, you will provide essential support to our clients and advisors by preparing account applications, managing client documentation, and handling sensitive information. Your strong communication skills and...

  • Financial Services Cross-Sales Representative

    1 week ago

    Minneapolis, Minnesota, United States Farmers Insurance & Financial Services Full time

    Job OverviewThe Farmers Insurance & Financial Services district office in Plymouth, MN is seeking an experienced Financial Services Associate to cross-sell life and financial services to existing clients for agency owners in our district.This role requires a successful sales professional with at least 3 years of experience selling life insurance and...

  • Financial Freedom Opportunity

    1 week ago

    Minneapolis, Minnesota, United States MacDonald Financial Solutions Full time

    Company OverviewAt MacDonald Financial Solutions, we are dedicated to providing innovative financial solutions to homeowners and individuals. Our mission is to empower ambitious professionals to grow as independent agents and achieve their full potential.

  • Financial Service Representative

    1 week ago

    Minneapolis, Minnesota, United States Wings Financial Credit Union Full time

    Overview: At Wings Financial Credit Union, we are committed to helping our members achieve their financial goals and improve their overall quality of life. As a Financial Service Representative, you will play a critical role in this process by developing and maintaining strong relationships with members, identifying their financial needs, and providing...

  • Financial Transactions Specialist

    2 weeks ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Ameriprise Financial is seeking a skilled Operations Professional to join our team. As a key member of our operations team, you will be responsible for processing, reconciling, and balancing financial transactions with precision and accuracy.Key ResponsibilitiesProcess, reconcile, and balance financial transactions accurately and efficientlyWork closely with...

  • Financial Services Coordinator

    1 week ago

    Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    About the RoleWe are looking for a talented Financial Services Coordinator to join our team at Stevens Foster Financial Advisors. In this role, you will work closely with our Client Account Managers and Planning Department to create financial plans, maintain client records, and manage client relationships.The successful candidate will possess excellent...

  • Financial Services Representative

    1 week ago

    Minneapolis, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full time

    **About the Role**We are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a key member of our branch staff, you will be responsible for delivering exceptional customer service, building strong relationships with our members, and promoting our financial products and services.The...

  • Financial Services Professional

    3 weeks ago

    Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    Job OverviewStevens Foster Financial Advisors is a leading Registered Investment Advisory firm seeking an experienced Financial Services Professional to join our team. As a key member of our wealth management team, you will be responsible for developing trusting relationships with high net worth clients and providing personalized financial planning services.

  • Financial Relationship Specialist

    1 week ago

    Minneapolis, Minnesota, United States Wings Financial Credit Union Full time

    Job OverviewWe are seeking a highly motivated and customer-focused Financial Relationship Specialist to join our team at Wings Financial Credit Union. As a key member of our branch staff, you will be responsible for building long-term relationships with members by providing personalized service and financial solutions.

  • Client Services Associate

    1 week ago

    Minneapolis, Minnesota, United States Berger Financial Full time

    About the RoleAs a Client Services Associate at Berger Financial Group, you will play a pivotal role in supporting our clients and advisors. Your primary responsibility will be to prepare essential account applications, including new account setup, asset transfers, and more. This position requires strong communication skills to maintain regular contact with...

  • Financial Advisor

    3 days ago

    Minneapolis, United States MTI Financial Advisors Full time

    Firm OverviewMTI Financial Advisors is a small independent financial advisory firm with 3 experienced advisors and support staff. We are located in Edina, MN. Established for over 30 years, we are working with high net worth families in over 16 states. Offering complete and comprehesive financial services to individuals, families and corporations. We have a...

  • Financial Advisor

    4 days ago

    Minneapolis, United States MTI Financial Advisors Full time

    Firm OverviewMTI Financial Advisors is a small independent financial advisory firm with 3 experienced advisors and support staff. We are located in Edina, MN. Established for over 30 years, we are working with high net worth families in over 16 states. Offering complete and comprehesive financial services to individuals, families and corporations. We have a...

  • Financial Services Portfolio Manager

    4 weeks ago

    Minneapolis, Minnesota, United States Thrivent Financial for Lutherans Full time

    Job DescriptionWe are seeking a skilled Financial Services Portfolio Manager to join our team at Thrivent Financial for Lutherans. As a key member of our operations team, you will play a critical role in supporting the investment process.ResponsibilitiesProvide operational trade support for a broad array of equity, fixed income, and derivative...