Financial Planning Specialist

4 weeks ago


Maple Grove, Minnesota, United States Manifest Full time
Job Overview

We are seeking a skilled Financial Planning Specialist to join our team at Manifest, a private wealth management group specializing in comprehensive financial planning.

The ideal candidate will possess a strong understanding of financial planning principles and be able to develop and implement customized financial plans for individuals and small businesses.

Responsibilities:

  • Collaborate with senior advisors to develop and implement financial plans
  • Conduct financial assessments and provide recommendations for clients
  • Work closely with the planning department to build and maintain long-term client relationships
  • Assist in the implementation of financial plans and monitor progress
  • Develop and maintain knowledge of financial planning tools and strategies

Qualifications:

  • Bachelor's Degree in Finance, Economics, Business, or related field
  • Relevant certifications (such as Series 7, Series 66)
  • Strong analysis and critical thinking skills
  • Self-starter, motivated, and works well in a team environment

Benefits:

  • Annual Salary based on initial qualifications and experience
  • Annual discretionary bonus based on targeted metrics
  • Medical and Retirement benefits

At Manifest, we are committed to providing exceptional service and support to our clients. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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