What are the responsibilities and job description for the Financial Advisor position at MTI Financial Advisors?
Firm Overview
MTI Financial Advisors is a small independent financial advisory firm with 3 experienced advisors and support staff. We are located in Edina, MN. Established for over 30 years, we are working with high net worth families in over 16 states. Offering complete and comprehesive financial services to individuals, families and corporations. We have a private equity research team, fixed trading desk, SMA accounts and discretionary platform to offer state of the art services to those we serve.
Position
We are looking for an experienced advisor who has 3 years experience as a financial advisor working directly with clients. This individual will work closely with their clients to :
- make and oversee clients' investment decisions and portfolios
- analyze client cash flow needs
- create retirement projections
- educational planning
- implement estate and trust planning techniques
- analyze tax implications and assist in tax planning
- investment analysis
- create asset allocation models
- evaluate insurance and risk needs
- manage client accounts including account applications, transfers and transactions
Job & Skill Requirements
Succession Opportunity
We are looking for the next generation advisor who will join the firm, bring with them their book of business, work hard and be in a position to buy into ownership or our clients and company.