Wealth Planning Advisor: Client-Focused & Collaborative

EVEREST FINANCIAL GROUP LLC; Golden Valley (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Competitive salary

Job summary

EVEREST FINANCIAL GROUP LLC is hiring a Financial Advisor based in Golden Valley, MN. The role involves providing holistic wealth management solutions, maintaining strong client relationships, and supporting a senior advisor with client servicing and financial planning responsibilities. Candidates should have 2+ years as a Financial Advisor, excellent communication and organizational skills, and relevant NASD licenses. This position offers a salary and bonus structure, emphasizing a client-oriented approach and attention to detail.

Qualifications

• 2+ years of experience as Financial Advisor.
• Excellent interpersonal and communication skills.
• Excellent attitude and extraordinary client service orientation.
• Genuine interest in serving and caring for people.
• Excellent organizational and time management skills.
• Ability to handle multiple tasks and manage stress.

Responsibilities

• Prepare comprehensive financial plans and proposals.
• Deliver financial planning services to help clients reach goals.
• Conduct periodic client reviews.
• Respond to inquiries regarding account activity.
• Assist in research and trading duties.
• Support the Senior Financial Advisor.
• Maintain written systems of client account activities.
• Coordinate client servicing tasks daily.

Skills

Client-focused

Detail-oriented

Strong Communicator

Tech-savvy

Team Player

Education

NASD Series 7, 63, 65 or 66

CFP practitioner preferred

Job description

EVEREST FINANCIAL GROUP LLC is hiring a Financial Advisor based in Golden Valley, MN. The role involves providing holistic wealth management solutions, maintaining strong client relationships, and supporting a senior advisor with client servicing and financial planning responsibilities. Candidates should have 2+ years as a Financial Advisor, excellent communication and organizational skills, and relevant NASD licenses. This position offers a salary and bonus structure, emphasizing a client-oriented approach and attention to detail.