Financial Advisor

Midwest Secure Retirement; Fort Snelling Unorganized Territory (MN); On-site; USD 60,000 - 80,000; Full time

Job summary

Midwest Secure Retirement is seeking a full-time Financial Advisor in Fort Snelling, MN. This role focuses on advising clients about their financial goals, managing investments, and providing comprehensive financial planning services.

The successful candidate will develop personalized strategies, build client relationships, and ensure client satisfaction. Qualifications include a Bachelor's degree in Finance, relevant licenses, and strong skills in financial planning and analysis.

Qualifications

• Series 6 or 7 or willingness to obtain.
• State life/health license or willingness to obtain.
• Relevant certifications such as CFP or ChFC are a plus.
• Experience in providing financial advice and services is a plus.

Responsibilities

• Advise clients on their financial goals and retirement planning.
• Manage investments and offer comprehensive financial planning services.
• Develop personalized strategies and ensure client satisfaction.
• Work on acquiring clients and assessing their financial needs.

Skills

Financial Planning

Finance

Retirement Planning

Investments

Interpersonal skills

Communication skills

Analytical abilities

Problem-solving

Education

Bachelor's degree in Finance, Economics, or related field

Job description

Role Description

This is a full-time role located in Minneapolis, MN for a Financial Advisor. The Financial Advisor will be responsible for advising clients on their financial goals, planning their retirement, managing investments, and offering comprehensive financial planning services. Daily tasks include searching for and acquiring clients, meeting with them, assessing their financial needs, developing personalized strategies, and ensuring client satisfaction. The role emphasizes client relationship management and the creation of long-term financial plans.

Qualifications

• Series 6 or 7 or willingness to obtain
• State life/health license or willingness to obtain
• Skills in Financial Planning and Finance
• Proficiency in Retirement Planning and Investments
• Expertise in Financial Advisory services
• Strong interpersonal and communication skills
• Exceptional analytical and problem-solving abilities
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications such as CFP or ChFC are a plus
• Experience in providing financial advice and services is a plus