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Financial Advisor Associate: Build Clients & Licensing

Job in Edina, Hennepin County, Minnesota, USA
Listing for: Threadneedle group
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 43000 - 43888 USD Yearly USD 43000.00 43888.00 YEAR
Job Description & How to Apply Below

Threadneedle group is seeking a dedicated Financial Planning Assistant in Edina, Minnesota. In this role, you will collaborate with experienced financial advisors to build a personal book of business while assisting clients in shaping their financial futures.

Your responsibilities include managing client engagements, executing marketing strategies for client acquisition, and providing holistic support to clients. A competitive salary between $43,000 to $43,888 is offered for this full-time position.

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Position Requirements
10+ Years work experience
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