Wealth Planner — Growth, Equity & Team-Driven Impact

White Oaks Wealth Advisors, Inc; Minneapolis (MN); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

401(k) plan with employer contributions

Half employer-paid medical premiums

Employer paid long-term disability

Life insurance

10 paid company holidays

Paid professional dues and education

Charitable matching

Company paid cell phone service

Maternity/paternity leave

Summer hours

Job summary

A fee-only financial planning firm in Minneapolis is seeking a Financial Advisor to join their collaborative team. The role focuses on financial planning and investment management for existing clients. Responsibilities include designing detailed planning solutions and building client relationships. Candidates should have 3 years of experience in wealth management, excellent client service skills, and a strong team-oriented attitude. The position offers competitive benefits, including equity possibilities and 401(k) contributions.

Qualifications

• 3 years of experience in wealth management or financial planning.
• Ability to work well in a team and collaborative environment.
• Excellent client service and relationship management skills.

Responsibilities

• Design, present, and implement proactive financial solutions.
• Prepare financial analysis tailored to client preferences and goals.
• Develop skills to lead comprehensive client meetings.

Skills

Team environment

Client service skills

Relationship management

Attention to detail

Self-starter

Tools

Salesforce

MoneyGuide Pro

Morningstar Advisor Workstation

Kwanti

MacOS

Job description

A fee-only financial planning firm in Minneapolis is seeking a Financial Advisor to join their collaborative team. The role focuses on financial planning and investment management for existing clients. Responsibilities include designing detailed planning solutions and building client relationships. Candidates should have 3 years of experience in wealth management, excellent client service skills, and a strong team-oriented attitude. The position offers competitive benefits, including equity possibilities and 401(k) contributions.