Financial Advisor

HJ Sims; BLOOMINGTON (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

HJ Sims is seeking a full-time Financial Advisor in Bloomington, MN. The position entails developing financial plans, providing investment advice, and engaging with clients to ensure their financial goals are met. Candidates should possess a strong background in financial planning and relevant educational qualifications.

Qualifications

• Expertise in Financial Planning, Retirement Planning, and Financial Advisory is essential.
• Strong background in Finance and Investments with excellent analytical skills required.
• Experience in the financial services industry is preferred.

Responsibilities

• Develop personalized financial plans and provide investment advice.
• Assist with retirement planning and manage comprehensive financial advisory services.
• Engage continuously with clients to align financial strategies with their goals.

Skills

Financial Planning

Retirement Planning

Financial Advisory

Communication

Interpersonal Skills

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Relevant certifications such as CFP, CFA, or similar

Job description

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Founded in 1935, HJ Sims offers comprehensive services in wealth management, investment banking, trading, underwriting, and institutional services. Our experienced team excels in delivering innovative financing solutions and a variety of wealth management strategies. We focus on steady income, compounded interest, and solid returns to help our clients achieve their financial goals. Known for our unique tax-exempt and taxable opportunities, exceptional service, and liquidity support, we are dedicated to being collaborative long-term partners for our clients.

Company Description

Founded in 1935, HJ Sims offers comprehensive services in wealth management, investment banking, trading, underwriting, and institutional services. Our experienced team excels in delivering innovative financing solutions and a variety of wealth management strategies. We focus on steady income, compounded interest, and solid returns to help our clients achieve their financial goals. Known for our unique tax-exempt and taxable opportunities, exceptional service, and liquidity support, we are dedicated to being collaborative long-term partners for our clients.

Role Description

This is a full-time on-site role for a Financial Advisor located in Bloomington, MN. The Financial Advisor will be responsible for developing personalized financial plans, providing investment advice, assisting with retirement planning, and offering comprehensive financial advisory services. The role also involves continuous client engagement to ensure financial strategies remain aligned with their goals.

Qualifications

• Expertise in Financial Planning, Retirement Planning, and Financial Advisory
• Strong background in Finance and Investments
• Excellent analytical and problem-solving skills
• Exceptional communication and interpersonal skills
• Ability to build and maintain client relationships
• Bachelor’s degree in Finance, Economics, Business Administration, or related field
• Relevant certifications such as CFP, CFA, or similar
• Experience in the financial services industry is a plus

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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