Personal Financial Advisor

3 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 firms 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

    1 month 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

    1 month 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...

  • Financial Advisor

    6 days ago


    Minneapolis, United States Alerus 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...


  • Minneapolis, United States North Star Resource Group Full time

    Experienced Financial Advisor - Minneapolis, MN North Star Resource Group is looking for a candidate to fill a financial advising position in Minneapolis, MN. We are looking for an experienced financial advisor that is interested in growing their practice and partnering with other advisors in succession planning opportunities. By joining an organization...

  • RIA Financial Advisor

    2 hours ago


    Minneapolis, United States Fricke Recruiting Full time

    RIA Financial Advisor 120-150k + BonusIndustry: Financial Services & Wealth Management Experience Seeking Financial Acumen Investment Strategy Financial Planning Client Negotiation & Communication skills Financial Strategy Planning and Execution Market Trend Knowledge Client Development & Services Expert Network Development Time Manager & Problem Solver...

  • RIA Financial Advisor

    2 weeks ago


    Minneapolis, United States Fricke Recruiting Full time

    RIA Financial Advisor 120-150k + Bonus Industry: Financial Services & Wealth Management Experience Seeking Financial Acumen Investment Strategy Financial Planning Client Negotiation & Communication skills Financial Strategy Planning and Execution Market Trend Knowledge Client Development & Services Expert Network Development Time Manager & Problem Solver...


  • 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 Minneapolis, MN. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the...


  • 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 Minneapolis, MN. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the...


  • 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...


  • 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 Minneapolis, MN. We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities.By joining an organization where you can use your relationship building skills and your...


  • 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 Minneapolis, MN. We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities.By joining an organization where you can use your relationship building skills and your...


  • Minneapolis, Minnesota, United States ExecHQ Full time

    Company OverviewExecHQ 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 Advisor III

    1 month 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

    1 month 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...


  • 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...