Demo

Financial Planning Assistant

Twin City Staffing
Mankato, MN Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/8/2025

Job Description

Job Description

Are you ready to start a rewarding career in financial planning? We’re looking for a driven and detail-oriented individual to join our team as a financial planning associate. This is a developmental role that will provide the tools and training needed to build a successful career in wealth management. If you’re passionate about helping others achieve their financial goals, we want to hear from you!

Location :   Mankato, MN

Wage :   $60,000 - 75,000 per year, Depending on experience

Hours :   Monday - Thursday, 8 : 00 am - 4 : 30 pm; Friday, 8 : 00 am - 3 : 30 pm

Benefits of the financial planning associate :

  • Competitive salary with performance-based bonuses
  • 401(k) with employer match
  • Study support for licensing (Series 7, Series 66, and Life / Health Insurance)
  • Paid time off
  • Direct Hire!

Duties of the financial planning associate :

  • Prepare and process client paperwork, maintain accurate records, and ensure procedural compliance.
  • Assist with administrative tasks, client communication, and event participation.
  • Analyze clients’ financial needs and create tailored plans to meet their goals.
  • Recommend and manage investment portfolios.
  • Provide guidance on retirement planning, tax strategies, and risk management.
  • Educate clients on financial products and monitor plans to align with changing goals.
  • Requirements of the financial planning associate :

  • Bachelor’s degree preferred but not required.
  • Strong attention to detail, confidentiality, and organizational skills.
  • Excellent communication and interpersonal abilities.
  • Proficiency with computer systems and financial tools.
  • Additional information :

    Apply today! To learn more about this financial planning associate position, contact Rayna at 763-220-7052.

    EOE : Twin City Staffing is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

    Salary : $60,000 - $75,000

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