A reputable financial services firm, is seeking a dedicated Associate Financial Advisor to join their team in New Brighton, Minnesota. This role is perfect for a current Client Service Associate (CSA) or paraplanner ready to take the next step in their career. The Associate Financial Advisor will support the team in delivering high-quality financial planning services to clients. If you have at least two years of experience in a financial planning firm and are passionate about helping clients make smart financial decisions, this opportunity offers excellent training and growth potential within the company!
Associate Financial Advisor Requirements

• Bachelor s degree is required
• CFP designation, or willingness to obtain promptly
• Series 7 and 66 licenses
• 2 years of experience in a financial planning firm, preferably as a CSA or paraplanner ready for the next step
• Proficiency in Microsoft Word, Outlook, Excel, and Teams
• Experience with Calendly, ShareFile, and DocuSign is preferred
• Strong oral and written communication skills
• Excellent attention to detail and problem-solving skills
• Ability to perform under pressure and manage multiple tasks
• Positive attitude, strong work ethic, and enthusiasm for helping clients and coworkers

Associate Financial Advisor Responsibilities

• Manage existing client relationships, providing comprehensive financial planning advice
• Develop and present investment, tax, risk, education, and estate planning strategies
• Respond to client inquiries and requests promptly
• Conduct regular client reviews and update financial plans in Money Guide Pro and Right Capital
• Attend client meetings, take notes, and create tasks
• Implement trades, distributions, journals, and rebalances
• Be the primary point of contact for client calls
• Continuously maintain client relationships, understanding their unique circumstances and needs
• Collaborate with the team to ensure a high standard of client service
• Learn and adhere to company-specific processes and procedures

Benefits

• Medical, Dental and Vision insurance
• 401K Plan
• 3 weeks PTO plus paid federal holidays
• Potential for 1 day remote after training period
• Friendly culture where the team stays current, thinks outside the box and looks for ways to improve
• Great training and growth opportunities

Apply now!