Financial Advisor

Financial Advisor

Location: Byron, MN 
Compensation: $300,000 Benefits

Overview

This role offers an opportunity to join a client-focused financial services team dedicated to delivering personalized investment and financial planning solutions. The Financial Advisor will work closely with individuals and families to develop long-term strategies that align with their financial goals, risk tolerance, and life objectives. This position is ideal for a relationship-driven professional who thrives in a consultative environment and is committed to delivering high-quality financial advice.

Key ResponsibilitiesClient Relationship Management

• Serve as the primary point of contact for clients, building and maintaining long-term relationships
• Provide ongoing financial guidance and support tailored to client goals

Financial Planning & Advisory

• Gather and analyze client financial information, including goals, risk tolerance, and time horizon
• Develop and present comprehensive financial plans covering:
  
  • Investment management
  • Retirement planning
  • Tax strategies
  • Estate planning
  • Risk management

Investment Management

• Provide investment recommendations aligned with client objectives and firm guidelines
• Monitor and manage client portfolios, making adjustments based on market conditions and client needs

Operations & Compliance

• Support client onboarding and account setup in coordination with internal teams
• Maintain accurate documentation of client interactions and financial plans
• Ensure compliance with all regulatory requirements and firm policies

Market Awareness

• Stay up to date on financial markets, investment products, and regulatory changes
• Apply market insights to enhance client strategies and outcomes

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field
• FINRA licenses required:
  
  • Series 7 and Series 66 (or Series 63 & 65 equivalent)
• CFP designation preferred but not required
• Relevant experience in financial advisory, wealth management, or financial planning
• Strong analytical, communication, and relationship management skills

Core Competencies

• Client-first, fiduciary mindset
• Strong interpersonal and communication skills
• Strategic thinking and problem-solving ability
• High level of integrity and professionalism
• Ability to manage multiple clients and priorities effectively
• Detail-oriented with strong organizational skills

Compensation & Benefits

• Base / Total Compensation: $300,000
• Comprehensive benefits package (health, vision, life insurance)
• Retirement plan options
• Paid time off
  

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com