Financial Planning Expert

21 hours ago


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

Boutique Recruiting is seeking a skilled Financial Advisor to join their team in New Brighton, MN. As a key member of the team, you will be responsible for managing existing client relationships, developing and presenting investment, tax, risk, education, and estate planning strategies. This role offers the chance to grow within the company and make smart financial decisions for clients.

Key Responsibilities:
  • Manage client relationships and provide comprehensive financial planning advice
  • Develop and present investment, tax, risk, education, and estate planning strategies
  • Respond to client inquiries and requests promptly
  • Conduct regular client reviews and update financial plans
  • Maintain continuous client relationships and collaborate with the team
Requirements:
  • Bachelor's degree required
  • CFP designation or willingness to obtain promptly
  • Series 7 and 66 licenses
  • 5+ years of experience in the financial planning industry
  • 2+ years of experience as a financial planner
  • Proficiency in Microsoft Word, Outlook, Excel, and Teams
  • Experience with Calendly, ShareFile, and DocuSign preferred
Benefits:
  • Medical, Dental, and Vision insurance
  • 401K Plan
  • 3 weeks PTO plus paid federal holidays
  • Potential for 1 day remote work after training period
  • Friendly culture with great training and growth opportunities


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