Senior Financial Planning Advisor (CFP) - Hybrid

Leoforce; BLOOMINGTON (MN); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive compensation

Medical, dental, and vision coverage

401(k) with generous company contrib.

PTO and holidays

Professional development

Job summary

Leoforce is seeking a Senior Service Advisor in Bloomington, MN to manage ongoing client relationships and support complex financial planning alongside senior advisors. You will serve as a trusted resource, ensuring strategies remain aligned with client goals while delivering a high level of service.

The role requires a CFP® designation, 5+ years in wealth management, and a strong ability to explain sophisticated planning concepts clearly.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 5+ years of experience in financial planning, wealth management, or a related advisory environment.
• CFP® designation required.
• Strong understanding of comprehensive financial planning, investment products, and applicable compliance requirements.
• Excellent analytical, organizational, and problem-solving abilities.
• Exceptional interpersonal and communication skills, including the ability to explain complex financial concepts in a clear, client-friendly manner.

Responsibilities

• Manage and retain ongoing client relationships through proactive communication and financial planning.
• Conduct comprehensive financial planning and analysis across retirement, investment, tax, estate, and related planning areas.
• Prepare for and lead client meetings, translating financial strategies into clear and actionable recommendations.
• Serve as a primary point of contact for client questions, requests, and ongoing service needs.
• Manage client portfolios, including asset allocation and rebalancing.
• Monitor client circumstances and identify opportunities to improve or expand the relationship.
• Help maintain the firm's high client retention standards.
• Ensure recommendations and client interactions meet applicable regulatory and compliance requirements.
• Collaborate with financial advisors, paraplanners, and other internal professionals to deliver coordinated client solutions.
• Participate in business development and referral-generation activities.
• Stay current on investment markets, financial planning strategies, tax considerations, and regulatory developments.

Skills

Client relationship management

Interpersonal communication

Analytical thinking

Independent work

Education

Bachelor's degree or equivalent

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

Leoforce is seeking a Senior Service Advisor in Bloomington, MN to manage ongoing client relationships and support complex financial planning alongside senior advisors. You will serve as a trusted resource, ensuring strategies remain aligned with client goals while delivering a high level of service.

The role requires a CFP® designation, 5+ years in wealth management, and a strong ability to explain sophisticated planning concepts clearly.