CFP Wealth Planner & Client Advisor

Jobot; BLOOMINGTON (MN); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid work

Comprehensive benefits

401(k) with company contribution

Paid time off

Professional development

Job summary

Jobot partners with a well-established wealth management firm in the Twin Cities to recruit an experienced CFP® professional. You will own meaningful client relationships and provide comprehensive financial planning beyond investments.

You will work with senior advisors to address retirement, estate, tax planning, and broader financial needs, while delivering high-quality service in a collaborative environment.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 5+ years of experience in financial planning, wealth management, or a related advisory environment.
• CFP® designation required.
• Strong understanding of comprehensive financial planning, investment products, and applicable compliance requirements.
• Excellent analytical, organizational, and problem-solving abilities.
• Exceptional interpersonal and communication skills, including the ability to explain complex financial concepts in a clear, client-friendly manner.
• Ability to work independently while contributing effectively within a collaborative team.
• Strong organization and time-management skills with the ability to manage multiple client priorities.
• High level of professionalism, integrity, discretion, and commitment to client service.
• Experience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plus.

Responsibilities

• Manage and retain ongoing client relationships through proactive communication and financial planning.
• Conduct comprehensive financial planning and analysis across retirement, investment, tax, estate, and related planning areas.
• Prepare for and lead client meetings, translating financial strategies into clear and actionable recommendations.
• Serve as a primary point of contact for client questions, requests, and ongoing service needs.
• Manage client portfolios, including asset allocation and rebalancing.
• Monitor client circumstances and identify opportunities to improve or expand the relationship.
• Help maintain the firm's high client retention standards.
• Ensure recommendations and client interactions meet applicable regulatory and compliance requirements.
• Collaborate with financial advisors, paraplanners, and other internal professionals to deliver coordinated client solutions.
• Participate in business development and referral-generation activities.
• Stay current on investment markets, financial planning strategies, tax considerations, and regulatory developments.

Skills

CFP designation

Client communication

Financial planning

Analytical thinking

Independent work

Education

Bachelor's degree

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

Jobot partners with a well-established wealth management firm in the Twin Cities to recruit an experienced CFP® professional. You will own meaningful client relationships and provide comprehensive financial planning beyond investments.

You will work with senior advisors to address retirement, estate, tax planning, and broader financial needs, while delivering high-quality service in a collaborative environment.