Wealth Management Advisor: Planning Assistant for Clients

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

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.