Junior Financial Advisor – Growth & Advisory Skills Program

Northland Securities, Inc.

Minneapolis (MN)

On-site

USD 60,000 - 80,000

Full time

13 days ago

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401k with matching
Time off programs
Health Savings Account

Job summary

Northland Securities, Inc. is seeking a Junior Advisory Program participant to support brokers and manage client accounts in Minneapolis.

You will process orders, respond to inquiries, schedule meetings, and handle document workflows within a collaborative sales team environment. Ideal candidates have 1–2 years in financial services or related internships, pursue FINRA licenses (Series 7/66), and hold a bachelor’s degree.

Qualifications

  • 1–2 years of experience in a financial services environment or relevant internships.
  • Pursuit of FINRA licenses (e.g., Series 7, Series 66) is expected.
  • Bachelor’s degree in finance, business, economics, or related field preferred.
  • Unrestricted work authorization; sponsorship not required.

Responsibilities

  • Assist brokers with client accounts: process orders, respond to inquiries, and provide general support.
  • Handle scheduling, record-keeping, reporting, and documentation tasks.
  • Support sales by preparing client paperwork and coordinating onboarding.
  • Aid in trade execution, monitor confirmations, and ensure regulatory compliance.
  • Develop sales skills by engaging warm leads and effective outreach.
  • Support compliance tasks and participate in ongoing training and development.

Skills

Initiative
Problem solving
Communication
Organization
Learning mindset
MS Office
CRM experience

Education

Bachelor's degree
FINRA licenses pursuit

Tools

CRM systems
Financial platforms

Job description

Northland Securities, Inc. is seeking a Junior Advisory Program participant to support brokers and manage client accounts in Minneapolis.

You will process orders, respond to inquiries, schedule meetings, and handle document workflows within a collaborative sales team environment. Ideal candidates have 1–2 years in financial services or related internships, pursue FINRA licenses (Series 7/66), and hold a bachelor’s degree.

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