Recognized by Forbes magazine as a Top Best-in-State Financial Security Professional, our financial practice’s mission is to build long-term client relationships that inspire confidence, optimism, and happiness by guiding individuals and businesses to achieve total clarity around their financial lives. We do this by living out our core values every day.

• Get the job done
• Do it right
• Execute with Speed
• Work with Conviction, Energy and Enthusiasm
• White glove treatment.

Our team is growing and looking to add an Associate Wealth Management Advisor in our downtown Minneapolis office located at 225 South 6th Street, Suite # 4500 Minneapolis, MN - 55402. This position will entail investment operations, relationship management, investment research, and financial planning support.

Responsibilities:

• Prepare comprehensive financial plans and investment recommendations.
• Develop product solutions.
• Prepare investment account paperwork & process account transactions.
• Maintain client contact during the financial planning process.
• Ability to lead & grow the Advisor’s practice.

Qualifications:

• Licensed with Series 7, Series 66/63 and MN Life & Health insurance.
• 5 years’ experience in financial services industry
• High computer literacy
• Knowledge of Morningstar, NetX, Naviplan, CRM, Excel & Word.
• Positive attitude and willingness to learn & grow.
• Organized and enjoys problem solving.
• Detail oriented while multitasking - maintaining accuracy in a fast-paced environment.
• Excellent communication skills and follow through capacity.
• Desire to serve clients with kindness and professionalism.

Benefits:

• Life, Health, Dental
• Retirement Benefits & profit share
• Parking
• Paid time off