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Wealth Planner — Growth, Equity & Team-Driven Impact

White Oaks Wealth Advisors, Inc

A fee-only financial planning firm in Minneapolis is seeking a Financial Advisor to join their collaborative team. The role focuses on financial planning and investment management for existing clients. Responsibilities include designing detailed planning solutions and building client relationships. Candidates should have 3 years of experience in wealth management, excellent client service skills, and a strong team-oriented attitude. The position offers competitive benefits, including equity possibilities and 401(k) contributions. #J-18808-Ljbffr White Oaks Wealth Advisors, Inc

Vacancy posted more than 2 months ago

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