More jobs:
Investment & Financial Planning Advisor
Job in
Eagan, Dakota County, Minnesota, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
• Works with clients to plan financial goals
• Recommends banking and investment strategies
• Triages client requests
• Identifies and engages potential new clients
• Provides coaching and feedback to referral partners
Requirements
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
- Minimum of one year of experience in the investments industry
- Minimum of one year of experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Manages goals and navigates complexity
- Strong computer skills
🔍 ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.
Soft Skills
- coaching
- feedback
- relationship building
- collaboration
- communication
- goal setting
- navigating complexity
Certifications & Qualifications
- Series 7 license
- Series 66 license
- Series 63 license
- Series 65 license
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×