Wealth Planning Advisor for Client Relationships (CFP)

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

Benefits offered by this job

Hybrid work model

Competitive compensation

Comprehensive benefits

Paid time off & holidays

Job summary

Jobot is seeking an experienced Service Advisor to nurture lasting client relationships in a collaborative wealth management setting. You will deliver holistic financial planning, advise on retirement, tax, and estate considerations, and partner with senior advisors to provide proactive service.

Ideal candidates have 5+ years in wealth management, CFP designation, and strong communication in a hybrid environment. The role offers a competitive salary and benefits package with growth opportunities.

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.
• 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 communication

Relationship management

Financial planning knowledge

Analytical skills

Independent work

Team collaboration

Regulatory/compliance awareness

Education

CFP designation

Bachelor's degree or equivalent

Tools

Schwab

Salesforce

MoneyGuidePro

Tamarac

Holistiplan

Job description

Jobot is seeking an experienced Service Advisor to nurture lasting client relationships in a collaborative wealth management setting. You will deliver holistic financial planning, advise on retirement, tax, and estate considerations, and partner with senior advisors to provide proactive service.

Ideal candidates have 5+ years in wealth management, CFP designation, and strong communication in a hybrid environment. The role offers a competitive salary and benefits package with growth opportunities.