Associate Financial Advisor

Muriel Consulting; Waseca (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base and bonusOpportunies

Job summary

Muriel Consulting in Minnesota seeks a dedicated Client Service Assistant to provide comprehensive financial planning support to clients, focusing on investments, retirement planning, risk management, and estate considerations.

The role emphasizes building trusted client relationships, guiding discovery conversations, preparing paperwork, and coordinating with the team to deliver thoughtful, compliant financial plans while pursuing professional growth.

Qualifications

• Bachelor's degree or equivalent in finance, accounting or business is preferred.
• Active licensing or willingness to obtain Series 7/66 and state insurance licenses within 90 days.
• Strong communication and interpersonal skills.

Responsibilities

• Master Client Service Assistant responsibilities including preparing and completing paperwork, following up on tasks identified during client meetings, adhere to compliance requirements, maintain client files and utilize office systems and technology efficiently.
• Serve as primary contact and trusted advisor for client relationships
• Lead discovery conversations to understand clients goals, values, concerns and life priorities.
• Assess clients' financial health and develop and present comprehensive financial plans covering budgeting, retirement, tax planning, estate planning, insurance and risk management, education planning, charitable giving and cash flow.
• Recommend and manage investment portfolios and regularly review and adjust financial plans based on life changes, tax laws and clients evolving goals.
• Commit to ongoing professional development and education to stay current on planning strategies, regulations and best practices.

Skills

Client relationship skills

Communication skills

Problem-solving

Education

Bachelor's degree in finance, accounting, business or equivalent education and experience

Licenses: Series 7/66 and state insurance licenses

Tools

Microsoft Office

CRM software

Job description

The ideal candidate will provide comprehensive financial strategies and service to clients on investments, retirement planning, risk management and estate conservation. A client-centered firm, the firm culture is grounded in humility, hard work and trustworthiness. If you are motivated to service existing clients, develop new business and build a client base while delivering thoughtful, comprehensive financial planning with a commitment to active with a "servant's heart", this is an opportunity to support your growth.

Responsibilities

• Master Client Service Assistant responsibilities including preparing and completing paperwork, following up on tasks identified during client meetings, adhere to compliance requirements, maintain client files and utilize office systems and technology efficiently.
• Serve as primary contact and trusted advisor for client relationships
• Lead discovery conversations to understand clients goals, values, concerns and life priorities.
• Assess clients' financial health and develop and present comprehensive financial plans covering budgeting, retirement, tax planning, estate planning, insurance and risk management, education planning, charitable giving and cash flow.
• Recommend and manage investment portfolios and regularly review and adjust financial plans based on life changes, tax laws and clients evolving goals.
• Commit to ongoing professional development and education to stay current on planning strategies, regulations and best practices.

Requirements

• Bachelor's degree in finance, accounting, business or equivalent education and experience preferred.
• Active Series 7 and 66 and state insurance licenses or willingness to obtain within 90 days
• Strong computer skills and problem-solving abilities.
• Excellent communication and interpersonal skills.

Benefits & Compensation

• Competitive base and bonus opportunities