Financial Advisor

Landmark Financial Partners; Rochester (MN); On-site; USD 50,000 - 125,000; Full time

Job summary

A leading financial services firm in Rochester, MN is seeking an experienced Financial Advisor to join their team. The role involves delivering personalized financial planning and investment management to clients. Candidates should have a portable practice and a strong background in client relationship management. This position offers the opportunity to thrive in a supportive environment with robust systems in place.

Qualifications

• 5+ years of experience as a Financial Advisor.
• Active securities and insurance licenses required.

Responsibilities

• Meet with clients to deliver financial plans and wealth strategies.
• Analyze data and prepare performance reports.
• Collaborate with tax, legal, and insurance professionals.

Skills

Relationship Building

Business Development

Client Portfolio Management

Education

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Tools

FINRA SIE

Series 7

Series 66

Job description

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Direct message the job poster from Landmark Financial Partners

Powered by Ameriprise Financial, Landmark Financial Partners is known for our holistic and goal-based financial planning. We are committed to listening and caring for our clients to help them meet their goals, as well as providing the autonomy advisors seek to thrive in our supportive environment. We work as a unified team, leaning on each other for expertise, specialties, and utilizing staff together. We have robust systems and processes in place to work efficiently, while also training and developing the next generation of advisors.

If you have 5+ years of experience as a Financial Advisor with a transportable practice, excel in a team environment, and have a drive to achieve more for you and your clients, let’s connect. We’re searching for an experienced Financial Advisor to join us in providing a combination of professional investment management and personalized financial planning. Our advisors help clients pursue the life they envision. Let us help you pursue the life you envision, too.

Responsibilities

• Meet with clients to form and deliver a robust financial plan and wealth strategy
• Deliver customized solutions for clients of all ages and wealth
• Source prospective clients and capitalize on referrals
• Analyze and interpret data and prepare projections, summaries, and performance reports
• Review accounts regularly to determine if adjustments are needed
• Collaborate with other tax, legal, and insurance professionals to develop a client’s entire financial roadmap and ensure progress in achieving goals
• Follow high standards of business and professional ethics, as well as legal and regulatory requirements

Required Qualification

• Active securities licenses (FINRA SIE, Series 7, Series 66, or equivalent) and insurance licenses
• 5+ years of experience as a Financial Advisor
• Established and portable practice with consistent production
• Experience managing client portfolios and driving growth
• Proven relationship building and business development skills

Preferred Qualifications

• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Highly entrepreneurial
• Collaborative and communicative working style
• Bachelor's degree in Business Administration, Finance, or related

This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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