Financial Advisor
Everest Financial Group
Benefits:
Dental insurance
Health insurance
Paid time off
Competitive salary
Description
A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. As a Financial advisor, you will play a critical role in maintaining strong client relationships, managing service requests, and ensuring that clients’ financial plans remain aligned with their goals. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations.
(Note: This is a position with salary and bonus pay, not commission)
What We’re Looking For
Client-focused: Dedicated to delivering exceptional service and maintaining confidentiality.
Detail-oriented & Organized: Skilled at managing multiple priorities accurately.
Strong Communicator: Effective in both verbal and written communication.
Tech-savvy: Comfortable with CRM systems, portfolio management tools, and Microsoft Office Suite.
Team Player: Collaborative and adaptable in a fast-paced environment.
Key Responsibilities
Prepare comprehensive financial plan and financial management proposals to clients and referrals; Present analysis and proposals for clients.
Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision.
Conduct periodic client reviews to ensure financial plans remain on track.
Respond to inquiries regarding account activity, transactions, and policy updates.
Assists in research and trading duties.
Assists the Senior Financial Advisor in planning and servicing as requested.
Develops and maintains written systems of all client account activities.
Coordinate with team members all client servicing tasks and prioritizes them daily.
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 handle stress
NASD Series 7, 63, 65 or 66
CFP practitioner preferred but not required
Everest Financial Group
701 Xenia Ave S Suite 250
Golden Valley MN 55416
Industry
Financial Services
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Minneapolis, MN1 day ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Minneapolis, MN2 days ago$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Minneapolis, MN2 days ago$250k - $400k
...hires. Role Summary Help clients and prospects identify financial goals and needs through a holistic financial planning approach,... ...Series 7, Series 63, Series 65, or Series 66. Bank financial advisor experience. Wealth management background and industry connections...SuggestedHourly payFull timeShift workAssociated Banc-Corp
Minneapolis, MN23 hours ago- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...Suggested
Thrivent Financial for Lutherans
Minneapolis, MN3 days ago - ...Associate Financial Advisor This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this position is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will...Work at officeWork from homeMonday to Friday
Berger Financial Group
Minneapolis, MN2 days ago $80k
...Our visionary model and elite team of highly entrepreneurial advisors has resulted in an aggressive growth trajectory that Inc. Magazine... ...by Investment News as one of the "Best Places to Work for Financial Advisors," and are a "Great Place to Work" certified company....Work at officeEasy workDew Wealth Management
Minneapolis, MN4 days ago$80k - $105k
...Wisconsin, North Iowa, and SD. As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our Advisors... .... We are seeking an eager, strategic, and definitive Associate Financial Advisor to fill an entry-level position that offers room for growth...Full timeStart working todayWork at officeFoster Klima
Minneapolis, MN23 hours ago$51.45k - $84k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...Plymouth, MN office has an exciting opportunity for a Financial Advisor Assistant to play a critical role in supporting a team of two...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Plymouth, MN2 days ago- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Financial Counselor Join our organization whose mission is improving lives, transforming communities, and achieving health equity for everyone. People's Center Clinics & Services (PCCS) is a Federally Qualified Health Center located in the heart of Minneapolis, Minnesota...Temporary workFor contractorsWork at officeLocal area
Cedar Riverside People'
Minneapolis, MN4 days ago - ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited to announce the opening of a brand-new clinic. We are looking for passionate and driven individuals to help shape the future of fertility...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
Colorado Center for Reproductive Medicine
Minneapolis, MN1 day ago $22 - $26 per hour
...Job Title Patient Financial Counselor Location Minneapolis, MN (This role is fully on-site) Pay Rate $22.00–$26.00 / Per Hour dependent on applicable experience Benefits This position is eligible for medical, dental, vision, and 401(k) Position Summary We are seeking a...Hourly payFull timeWork at officeLocal areaFlexible hoursAddison Group
Minneapolis, MN2 days ago- ...Financial Counselor Park Nicollet is looking to hire a Financial Counselor to join our team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patients and their families receive every day. Position Summary: Interfaces...
HealthPartners
Minneapolis, MN2 days ago - ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
WealthBridge Financial Group
Minneapolis, MN3 days ago $45k - $100k
...Financial Advisor Overview Financial advisors partner with clients to help them achieve their long‑term financial goals, such as retirement, building wealth, estate strategies, and funding education. As a financial advisor with Edward Jones, you’ll develop and grow your...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Maple Grove, MN2 days ago$100k - $120k
...company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Financial Consultant to join our growing team! The Financial Assistant assists Benefit Consultants in servicing the financial consulting...Dormont Manufacturing Company
Minneapolis, MN23 hours ago- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Bloomington, MN1 day ago $57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed products and services...Part timeLocal areaBMO U.S.
Roseville, MN2 days ago$72.8k - $130k
...a global scale. Join us to start Caring. Connecting. Growing together. This role sits within the 340B finance team supporting financial planning, forecasting, reporting, and strategic partnership activities. This position plays a key role in driving financial discipline...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift workUnitedHealth Group
Minneapolis, MN3 days ago$45k - $100k
...The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Long Lake, MN3 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
Bank of America
Wayzata, MN23 hours ago - ...the examples and feedback that make advanced systems more accurate, consistent, and useful. For this role, that means putting real financial expertise to work: building, reviewing, and stress-testing the financial reasoning that the next generation of AI learns from....Contract workRemote workFlexible hours
Workada
Plymouth, MN1 day ago - ...Job Overview Job Summary: This position is responsible for completing the financial clearance process within Mental Health and Addiction Patient Access for acute inpatient hospitalizations, routine outpatient evaluations, and routine mental health care authorizations...Temporary workRelocation package
$74k - $138k
...clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive...Contract workPart timeLocal areaBank of Montreal
Minneapolis, MN1 day ago- ...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing....Work at office
Charles Schwab
Minneapolis, MN6 days ago - ...This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors...Work at office
Nbutexas
Minneapolis, MN1 day ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Minneapolis, MN4 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Students from varying academic backgrounds and experiences...Full timeFor contractorsInternshipLocal areaNorthwestern Mutual
Golden Valley, MN23 hours ago$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC... ...provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of...Full timeWork at officeLocal areaRemote workFlexible hoursAprio
Minneapolis, MN3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
