Wealth Planning Advisor (CFP) — Hybrid Role

Jobot; 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

Job summary

Jobot is seeking an experienced Service Advisor to manage ongoing client relationships within a collaborative wealth management environment in the Twin Cities area. You will serve as a trusted day-to-day advisor, expanding planning beyond investments and coordinating with senior advisors on complex financial needs.

The role emphasizes long-term client engagement, CFP‑level expertise, and a hybrid work model with strong benefits and professional development opportunities.

Qualifications

• Bachelor's degree or equivalent professional experience.
• CFP designation required.
• 5+ years of experience in financial planning, wealth management, or a related advisory environment.
• 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 clearly.
• Ability to work independently while contributing effectively within a collaborative team.
• Strong organization and time-management skills with the ability to manage multiple client priorities.
• High level of professionalism, integrity, discretion, and commitment to client service.
• Experience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plus.

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 relationships

Financial planning

Communication

Regulatory compliance

Independent work

Team collaboration

Business development

Education

Bachelor's degree

CFP designation

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

Jobot is seeking an experienced Service Advisor to manage ongoing client relationships within a collaborative wealth management environment in the Twin Cities area. You will serve as a trusted day-to-day advisor, expanding planning beyond investments and coordinating with senior advisors on complex financial needs.

The role emphasizes long-term client engagement, CFP‑level expertise, and a hybrid work model with strong benefits and professional development opportunities.