Associate Financial Advisor

White Oaks Wealth Advisors, Inc; Minneapolis (MN); On-site; USD 100,000 - 130,000; Full time

Job summary

White Oaks Wealth Advisors, a leading independent wealth management firm in Minneapolis, is seeking a Financial Advisor. The role involves designing and implementing detailed financial plans, engaging with clients, and helping them achieve their financial goals. This full-time opportunity offers a competitive salary range of $100K-130K, mentoring, and growth potential within a collaborative environment.

Benefits

401(k) plan with employer contribution

Medical policy premium coverage

Long-term disability coverage

Life insurance

10 paid company holidays

Paid professional dues and training

Charitable matching

Paid cell phone and service

Maternity/paternity leave

Summer hours

Qualifications

• 3 years experience in wealth management/financial planning required.
• Excellent client service and relationship management skills a must.
• Self-starter with a growth mindset.

Responsibilities

• Design and implement proactive financial planning solutions.
• Prepare financial analysis considering client preferences and goals.
• Lead comprehensive client meetings to discuss financial plans.

Skills

Client service

Relationship management

Attention to detail

Teamwork

Education

3 years of experience in wealth management/financial planning

Self-starter with a commitment to excellent client service

Tools

Salesforce

MoneyGuide Pro

Morningstar Advisor Workstation

Kwanti

Job description

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White Oaks Wealth Advisors, Inc provided pay range

This range is provided by White Oaks Wealth Advisors, Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $130,000.00/yr

Direct message the job poster from White Oaks Wealth Advisors, Inc

White Oaks Wealth Advisors is a dynamic and growing independent, fee-only wealth management firm based in Minneapolis, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning. The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. We are one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida. Not only are we required, as fiduciaries, to put our clients first — we care for our clients like family.

Find out more about the firm at whiteoakswealth.com, including our environmental and community involvement here.

Salary and Benefits

• Salary range for this position will be $100K-130K
• This position has immediate room for mentoring and growth, and there will be a possibility for firm equity for the right person down the road
• 401(k) plan with employer contribution after 1 year
• Firm pays for half of medical policy premiums for employee and applicable family members
• Employer paid long-term disability coverage
• Life insurance
• 10 paid company holidays
• Paid professional dues, continuing education, conferences, and training
• Charitable matching
• Company paid cell phone and service
• Maternity/paternity leave
• Summer hours – office closes at 3pm on Fridays between Memorial Day and Labor Day
• Internal financial planning for employees

Responsibilities

• Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning.
• Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client’s personal and financial goals.
• Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time.
• Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle to identify and educate clients about complex issues
• Coordinate with Client Service Team
• Participate in building new client relationships in collaboration with strategic partners in the community.
• Jump in and support others as the success of the entire firm relies on each person working together for shared goals.

Qualifications

• 3 years of experience in wealth management/financial planning
• Ability to work well in a team environment – we are a collaborative and collegial office
• Excellent client service and relationship management skills
• Attention to detail and team-player attitude
• Self-starter with a commitment to excellent client service
• Solicits and provides feedback with growth personality
• Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS
• Full time in our office in Golden Valley, Minneapolis

Core Values

• We are a very hard-working team and have a very happy working environment
• We are advice first, not sales.

The Process

Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

We are an equal opportunity employer.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Finance

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Inferred from the description for this job

Medical insurance

Disability insurance

401(k)

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