Financial Advisor

EVEREST FINANCIAL GROUP LLC

Golden Valley (MN)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Competitive salary

Job summary

EVEREST FINANCIAL GROUP LLC is hiring a Financial Advisor based in Golden Valley, MN. The role involves providing holistic wealth management solutions, maintaining strong client relationships, and supporting a senior advisor with client servicing and financial planning responsibilities. Candidates should have 2+ years as a Financial Advisor, excellent communication and organizational skills, and relevant NASD licenses. This position offers a salary and bonus structure, emphasizing a client-oriented approach and attention to detail.

Qualifications

2+ years of experience as Financial Advisor.
Excellent interpersonal and communication skills.
Excellent attitude and extraordinary client service orientation.
Genuine interest in serving and caring for people.
Excellent organizational and time management skills.
Ability to handle multiple tasks and manage stress.

Responsibilities

Prepare comprehensive financial plans and proposals.
Deliver financial planning services to help clients reach goals.
Conduct periodic client reviews.
Respond to inquiries regarding account activity.
Assist in research and trading duties.
Support the Senior Financial Advisor.
Maintain written systems of client account activities.
Coordinate client servicing tasks daily.

Skills

Client-focused

Detail-oriented

Strong Communicator

Tech-savvy

Team Player

Education

NASD Series 7, 63, 65 or 66

CFP practitioner preferred

Job description

Benefits

Dental insurance
Health insurance
Paid time off
Competitive salary

Description

A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. As a Financial advisor, you will play a critical role in maintaining strong client relationships, managing service requests, and ensuring that clients’ financial plans remain aligned with their goals. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations.

(Note: This is a position with salary and bonus pay, not commission)

What We’re Looking For

Client-focused: Dedicated to delivering exceptional service and maintaining confidentiality.
Detail-oriented & Organized: Skilled at managing multiple priorities accurately.
Strong Communicator: Effective in both verbal and written communication.
Tech-savvy: Comfortable with CRM systems, portfolio management tools, and Microsoft Office Suite.
Team Player: Collaborative and adaptable in a fast-paced environment.

Key Responsibilities

Prepare comprehensive financial plan and financial management proposals to clients and referrals; present analysis and proposals for clients.
Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision.
Conduct periodic client reviews to ensure financial plans remain on track.
Respond to inquiries regarding account activity, transactions, and policy updates.
Assists in research and trading duties.
Assists the Senior Financial Advisor in planning and servicing as requested.
Develops and maintains written systems of all client account activities.
Coordinate with team members all client servicing tasks and prioritizes them daily.

Qualifications