Financial Planning Specialist

3 weeks ago


GondrecourtleChâteau, Grand Est, United States Boutique Recruiting Full time
Associate Financial Advisor Opportunity

A reputable financial services firm, based in New Brighton, Minnesota, is seeking a dedicated Associate Financial Advisor to support their team in delivering high-quality financial planning services to clients. This role is perfect for a current Client Service Associate (CSA) or paraplanner ready to take the next step in their career.

Key Responsibilities:
  • Manage existing client relationships, providing comprehensive financial planning advice and developing investment, tax, risk, education, and estate planning strategies.
  • Respond to client inquiries and requests promptly, and conduct regular client reviews and updates to financial plans in Money Guide Pro and Right Capital.
  • Implement trades, distributions, journals, and rebalances, and be the primary point of contact for client calls.
  • Collaborate with the team to ensure a high standard of client service and learn and adhere to company-specific processes and procedures.
Requirements:
  • Bachelor's degree required.
  • CFP designation, or willingness to obtain promptly.
  • Series 7 and 66 licenses.
  • 2+ years of experience in a financial planning firm, preferably as a CSA or paraplanner ready for the next step.
  • Proficiency in Microsoft Word, Outlook, Excel, and Teams.
  • Experience with Calendly, ShareFile, and DocuSign is preferred.
  • Strong oral and written communication skills, excellent attention to detail, and problem-solving skills.
  • Ability to perform under pressure and manage multiple tasks.
  • Positive attitude, strong work ethic, and enthusiasm for helping clients and coworkers.
Benefits:
  • Medical, Dental, and Vision insurance.
  • 401K Plan.
  • 3 weeks PTO plus paid federal holidays.
  • Potential for 1 day remote after training period.
  • Friendly culture where the team stays current, thinks outside the box, and looks for ways to improve.
  • Great training and growth opportunities.


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