Personal Financial Advisor
3 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 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
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