Financial Advisor

Everest Financial Group; Minneapolis (MN); On-site; USD 75,000 - 115,000; Full time

Job summary

Everest Financial Group is seeking a Financial Advisor to join our wealth management team. You will support a Senior Financial Advisor by servicing an expanding book of business, delivering holistic financial plans, and maintaining strong client relationships.

The role emphasizes client service, coordination with the team, and accuracy in planning. CFP preferred but not required; salary includes bonus rather than commission.

Qualifications

• 2+ years of experience as Financial Advisor.
• Excellent interpersonal and communication skills.
• Excellent attitude and an extraordinary client service orientation.
• A genuine interest in serving and caring for other people.
• Excellent organizational and time management skills.
• An ability to handle multiple tasks and manage stress.
• NASD Series 7, 63, 65 or 66.

Responsibilities

• Prepare comprehensive financial plan and management proposals to clients and referrals; Present analysis and proposals for clients.
• Deliver wealth management solutions to help clients reach goals and vision.
• Conduct periodic client reviews to ensure financial plans stay on track.
• Respond to inquiries regarding account activity, transactions, and policy updates.
• Assist in research and trading duties.
• Assist the Senior Financial Advisor in planning and servicing as requested.
• Develop and maintain written systems of all client account activities.
• Coordinate with team members on client servicing tasks and prioritize them daily.

Skills

Client-focused

Detail-oriented

Strong communicator

Tech-savvy

Team player

Education

Series 7/63/65/66 licensing

Tools

CRM systems

Portfolio management tools

Microsoft Office

Job 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

• 2+ years of experience as Financial Advisor
• Excellent interpersonal and communication skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• An ability to handle multiple tasks and handle stress
• NASD Series 7, 63, 65 or 66

CFP practitioner preferred but not required