Financial Services Professional

2 days ago


Minneapolis, Minnesota, United States gpac Full time
Job Opportunity: Associate Financial Advisor

This role offers the chance to learn comprehensive wealth management practices from experienced financial planning experts. As an Associate Financial Advisor, you will support senior advisors in client meetings, respond to client calls, and complete forms and data entry.

Key Responsibilities:
  • Prepare for and participate in client meetings
  • Respond to client calls and make outgoing courtesy/follow-up calls
  • Complete forms and enter data
Requirements:
  • Undergraduate degree in a financial services industry field (Finance, Financial Planning, Accounting, Economics)
  • Minimum 2 years of experience in a Financial Advisor role at a Wealth Management firm
  • Accounting background/experience, especially in individual tax, is preferred
  • Must be reliable, goal-oriented, self-directed, collaborative, and able to adhere to compliance policies and procedures
Preferred Licenses/Accreditations:
  • Securities Industry Essentials (SIE) license
  • Certified Financial Planner Accreditation (or willingness to complete within the first year)
  • Series 65 license

As a member of our team, you will have the opportunity to grow your financial advising expertise with great support and mentoring from senior financial advisors. If you have the right background, skills, and education/experience for this role, please apply.

GPAC is an equal opportunity employer and welcomes applications from all qualified candidates without regard to race, age, color, sex, religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.



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