Financial Solutions Advisor - Minnesota Market

Job Description

This role provides comprehensive financial advice to clients, helping them achieve their financial objectives through customized solutions. Responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The position requires ongoing knowledge expansion through required licenses and training, and may involve residential mortgage loan origination subject to SAFE Act registration.

• Works with clients to plan short and long‑term financial goals by building a financial plan that includes brokerage products (stocks, bonds, mutual funds, annuities, banking and money‑managed solutions).
• Recommends banking and investment strategies aligned with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

• Currently holds Series 7 and 66 (or 63/65 in lieu of 66) licenses; if 66 is not held, a passing score on the missing series within 60 days is required.
• Minimum of one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.
• Likes to learn, adapts to new information, and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients.

• Strong computer skills with an ability to multitask in a demanding environment.
• Minimum of three years of experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

• Account Management
• Advisory
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

• Weekly
  
  Schedule:
  
  Monday through Friday with rotating Saturdays.
• Shift: 1st shift (United States of America).
• Hours per Week: 40.
• Pay Range: $70,000.00 – $80,000.00 annualized salary, offers determined based on experience, education, and skill set.
• Formulaic incentive eligible:
  Employees may participate in a formulaic incentive plan based on performance metrics.
• Pay Transparency: US – MN – Eagan, 3385 Central Park Village Dr – Central Park Commons FC (MN2514); US – MN – West Saint Paul, 1994 Robert St S – West Saint Paul BC (MN1106).

• This role is currently benefits eligible, providing industry‑leading benefits, paid time off, resources, and support to enable employees to make a genuine impact and contribute to sustainable growth for the business and communities served.