Financial Services Professional

4 weeks ago


Minneapolis, Minnesota, United States gpac Full time
Job Title: Jr Financial Advisor

This is a full-time, on-site, salaried position located in Minneapolis, MN. The Jr Financial Advisor role offers the opportunity to learn comprehensive wealth management practices from financial planning experts.

Key Responsibilities:
  • Support senior advisors by preparing for and participating 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
  • Minimum of 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 Jr Financial Advisor, you will work closely with senior advisors to provide exceptional client service and support. If you have a passion for the financial services industry and are looking for a challenging and rewarding role, please apply.

GPAC is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.



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