Financial Planning Associate
11 hours ago
Think Bank is seeking a highly motivated and detail-oriented Financial Planning Associate to join our team. As a key member of our financial planning team, you will play a critical role in supporting our customers and financial advisors in achieving their financial goals.
Key Responsibilities:
- Assist financial advisors in preparing financial plans and completing trades and transactions
- Prepare investment paperwork and complete customer transactions such as stock, bond, and mutual fund trades
- Provide exceptional customer service and support to Think Financial Planning customers
- Perform general administrative tasks such as preparing client correspondence and maintaining client databases
Requirements:
- Bachelor's degree in business, finance, or a related field
- FINRA Series 7 & 66 (or 63 and 65) preferred
- Minnesota Life/Health Insurance license preferred
- 1 year of financial services experience
Benefits:
- Health insurance with HSA contribution
- Dental insurance
- Vision insurance
- Up to 23 days of PTO annually
- Seven paid holidays
- Four weeks of paid family leave
- Up to 7.5% 401(k) employer match
- Discounts on certain Think Bank products
- Tuition reimbursement
- Clothing allowance
- Hybrid schedule with ability to work remotely 2 days/week
This is an exciting opportunity to join a dynamic team and contribute to the success of Think Bank. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.
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