Financial Advisor - Client-Focused Planning & Retention

Canopy Financial Group; Richfield (MN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Simple IRA with company match

Paid time off and holidays

Professional growth opportunities

Job summary

Canopy Financial Group is seeking an experienced Financial Advisor to service an established book of clients, focusing on ongoing financial planning, investment guidance, and strategic advice.

You will maintain and deepen client relationships, guide individuals through major life and financial transitions, and coordinate with internal teams for a seamless client experience while maintaining detailed records.

Qualifications

• Bachelor’s degree in finance or business or equivalent relevant experience.
• Minimum of 5 years of experience as a financial advisor.
• Fingerprinting and comprehensive background checks are required.

Responsibilities

• Serve as the primary advisor for assigned client households, leading review meetings and maintaining consistent, proactive communication.
• Develop a deep understanding of each client’s goals, values, and financial priorities, building relationships grounded in trust and long-term partnership.
• Anticipate client needs and guide individuals and families through significant life and financial transitions such as retirement, business transitions, inheritance, and liquidity events.
• Coordinate with internal team members to ensure a seamless and responsive client experience, including preparation for client meetings and timely follow-up on planning actions.
• Provide guidance across key planning areas including investment strategy, retirement planning, risk management, and cash flow planning.
• Analyze each client’s overall financial picture including assets, liabilities, and tax considerations—to develop integrated planning recommendations.
• Collaborate with clients’ external professionals, including CPAs and attorneys, when appropriate to ensure financial strategies are coordinated.

Skills

Communication

Relationship-building

Organizational skills

CRM experience

Financial planning knowledge

Education

Bachelor’s degree in finance or business or equivalent relevant experience

Tools

RedTail

WealthBox

Salesforce

eMoney

Job description

Canopy Financial Group is seeking an experienced Financial Advisor to service an established book of clients, focusing on ongoing financial planning, investment guidance, and strategic advice.

You will maintain and deepen client relationships, guide individuals through major life and financial transitions, and coordinate with internal teams for a seamless client experience while maintaining detailed records.