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Financial Consultant Financial Advisor

Private Client Wealth Advisor - Planning & Relationships

Job in Bloomington, Hennepin County, Minnesota, USA
Listing for: Mnhomecare
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is looking for a Private Client Advisor to offer comprehensive financial planning and advice to clients. This role demands experience in client acquisition and maintaining strong relationships. You will support clients' financial needs through personalized investment solutions while fostering understanding and integrity. Eligible candidates should hold Series 7 and Series 66 licenses. A Bachelor's degree or CFP® certification is preferred.
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