Financial Advisor

2 days ago Be among the first 25 applicants White Oaks Wealth Advisors, Inc provided pay range This range is provided by White Oaks Wealth Advisors, Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $100,000.00/yr - $130,000.00/yr White Oaks Wealth Advisors, a fee‑only financial planning firm in Minneapolis, is seeking a Financial Advisor to join our team. The Financial Advisor will be working with our existing client base on financial planning and investment management in collaboration with our team. We are a small firm that is very collaborative, so we are looking for a great team member. Find out more about the firm at whiteoakswealth.com, including our environmental and community involvement here. Salary and Benefits Salary range for this position will be $100K-130K This position has immediate room for mentoring and growth, and there will be a possibility for firm equity for the right person down the road 401(k) plan with employer contribution after 1 year Firm pays for half of medical policy premiums for employee and applicable family members Employer paid long-term disability coverage Life insurance 10 paid company holidays Paid professional dues, continuing education, conferences, and training Charitable matching Company paid cell phone and service Maternity/paternity leave Summer hours – office closes at 3pm on Fridays between Memorial Day and Labor Day Internal financial planning for employees Responsibilities Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi‑year tax planning, asset protection and estate planning. Prepare financial analysis for clients that consider their specific preferences, values, goals and priorities with a vision to accomplish the client’s personal and financial goals. Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time. Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle to identify and educate clients about complex issues. Coordinate with Client Service Team. Participate in building new client relationships in collaboration with strategic partners in the community. Jump in and support others as the success of the entire firm relies on each person working together for shared goals. Qualifications 3 years of experience in wealth management/financial planning Ability to work well in a team environment – we are a collaborative and collegial office Excellent client service and relationship‑management skills Attention to detail and team‑player attitude Self‑starter with a commitment to excellent client service Solicits and provides feedback with growth personality Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS Full time in our office in Golden Valley, Minneapolis Core Values We are a very hard‑working team and have a very happy working environment We are advice first, not sales. The Process Qualified candidates will start the process by having a 15‑ to 30‑minute Zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and, if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. We are an equal opportunity employer. #J-18808-Ljbffr