Financial Advisor in Training
2 months ago
The Financial Advisor in Training position is intended for those who want to become a financial advisor in a team environment. As a Financial Advisor in Training, we provide necessary support to obtain your Series 7 and 66 and life insurance licenses as you start getting exposure to working with clients by scheduling appointments for our financial advising teams. Once you obtain the required licensing, you will be eligible to advance your career by joining an Ameriprise Advisor Center (AAC) financial advising team and working directly with clients on their needs. The Ameriprise Advisor Center (AAC) is a financial advising organization that interacts with its clients over the phone and through web-based meetings. Advisors in the AAC build deep and meaningful relationships and are passionate about helping clients achieve their financial goals through our Confident Retirement approach. Training and Professional Development: We pride ourselves in providing best-in-class training and development to help our employees build the knowledge and skills to be successful financial advisors regardless of previous experience. Our learning pathways, on-the job mentorship and ongoing coaching are designed to help employees understand the products, services, systems, and tools needed to provide high quality advice to clients. The Ameriprise Advisor Center also believes in supporting its advisors' developing expertise within the industry by offering tuition reimbursement and internal support to obtain key designations like the CFP. Our support and training will lay the foundation needed for a rewarding career of helping clients feel more confident about their financial futures. Key Responsibilities Schedule introductory Financial Planning discussions on behalf of Advisor Teams. Schedule product discussions with advisors and product specialists. Enter notes into Client Relationship Management tool to detail interaction. Required Qualifications High School diploma or equivalent. Excellent interpersonal, listening and communication skills. Ability to thrive in a fast-paced, metric driven environment. Ability to generate high quality relationships through phone-based conversations. Active SIE, or ability to obtain within the timeframe determined by the Ameriprise Advisor Center. Ability to obtain Series 7 the timeframe determined by the Ameriprise Advisor Center. Active State Securities Agent Registration (S63 or S66), or ability to obtain within the timeframe determined by the Ameriprise Advisor Center. Active State IAR Registration (s65 or s66) or ability to obtain within the timeframe determined by the Ameriprise Advisor Center. Active Life/Accident/Health and Variable Contracts insurance license, or ability to obtain within the timeframe determined by the Ameriprise Advisor Center. Preferred Qualifications Post-Secondary Degree
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Financial Advisor
4 days ago
Minneapolis, United States MTI Financial Advisors Full timeFirm 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...
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Financial Advisor
3 days ago
Minneapolis, United States MTI Financial Advisors Full timeFirm 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...
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Executive Financial Advisor
1 week ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeCompany Overview:Stevens Foster Financial Advisors is a top-ranked advisory firm that relies on skilled professionals to deliver comprehensive financial and tax planning services to our clients.Estimated Salary:$80,000+ per year, based on industry standards.Job Description:As an Executive Financial Advisor at Stevens Foster Financial Advisors, you will play...
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Independent Financial Advisor
3 days ago
Minneapolis, United States North Star Resource Group Full timeDescription We are 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 guidance...
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Financial Advisor
1 week ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeJob OverviewWe are seeking a skilled Estate Planning Financial Consultant to join our team at Stevens Foster Financial Advisors.This role involves providing comprehensive estate planning services to high net worth clients, ensuring their financial goals and objectives are met. As an Estate Planning Financial Consultant, you will develop trusting...
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Financial Team Member
1 week ago
Minneapolis, Minnesota, United States Berger Financial Full timeAbout 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...
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minneapolis, United States MRK Financial Solutions Full timeSERVICE 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...
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Financial Services Associate
5 days ago
Minneapolis, United States MRK Financial Solutions Inc Full timeSERVICE 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...
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Minneapolis, United States MRK Financial Solutions Inc Full timeSERVICE 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,...
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Minneapolis, Minnesota, United States Edward Jones Full timeOverview"At Edward Jones, we're dedicated to empowering our financial advisors to achieve their goals and make a lasting impact on our clients' lives. As a Financial Advisor with us, you'll have the opportunity to build meaningful relationships, deliver personalized investment and financial solutions, and take ownership of your business's growth and...
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Financial Services Associate
1 week ago
Minneapolis, United States MRK Financial Solutions Full timeSERVICE 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...
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Financial Services Associate
7 days ago
Minneapolis, United States MRK Financial Solutions Full timeSERVICE 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...
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Financial Services Professional
3 weeks ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeJob 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.
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Financial Services Coordinator
1 week ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeAbout 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...
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Client Financial Specialist
1 week ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeJob OverviewWe are seeking a highly skilled Client Financial Specialist to join our team at Stevens Foster Financial Advisors. As a Client Financial Specialist, you will play a critical role in maintaining client relationships and ensuring seamless financial planning and management services.The ideal candidate will have previous administrative experience,...
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Financial Planner
2 weeks ago
Minneapolis, United States Larson Financial Group, LLC Full timeJob DescriptionJob DescriptionLarson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Minneapolis, MN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations,...
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Financial Planner
3 weeks ago
Minneapolis, United States Larson Financial Group, LLC Full timeJob DescriptionJob DescriptionLarson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Minneapolis, MN area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations,...
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Financial Planning Consultant
1 week ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeStevens Foster Financial Advisors is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country.Estimated Salary:$80,000+We provide fully integrated financial and tax planning to high net worth and corporate clients.The ideal candidate will develop a trusting relationship with our clients, understand and...
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Nonprofit Financial Specialist
2 weeks ago
Minneapolis, Minnesota, United States All In One Accounting Full timeAbout the RoleWe are seeking an experienced Financial Advisor for Small Organizations to join our team at All In One Accounting. As a key member of our team, you will work closely with our clients to provide expert accounting services and support their financial growth.The ideal candidate will have a strong background in accounting, excellent analytical...
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Estate Planning Financial Consultant
1 week ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeAbout the RoleS Stevens Foster Financial Advisors is a leading Registered Investment Advisory firm, consistently ranked among the top advisors in the country. We provide fully integrated financial, investment, and tax planning to high net worth and corporate clients.We are seeking a Senior Wealth Management Professional to join our team, focusing on estate...
