Senior Financial Planning Advisor; CFP; Hybrid
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Leoforce is seeking a Senior Service Advisor in Bloomington, MN to manage ongoing client relationships and support complex financial planning alongside senior advisors. You will serve as a trusted resource, ensuring strategies remain aligned with client goals while delivering a high level of service.
The role requires a CFP® designation, 5+ years in wealth management, and a strong ability to explain sophisticated planning concepts clearly.
This role, Senior Financial Planning Advisor (CFP) - Hybrid at Leoforce, could be your next move.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 120..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Financial Planning Advisor (CFP) - Hybrid role in the description above.
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