Associate Financial Planner​/Financial Planner

Hyland Lake Partners is a growing, independent, Fee-Only fiduciary wealth management firm seeking an Associate Financial Planner / Financial Planner who wants to make a meaningful impact on clients’ lives while growing alongside a collaborative team.

This is an opportunity to build a long-term career within a respected advisory firm where relationships matter, planning matters, and clients genuinely value the work we do.

Many firms talk about growth and mentorship. We can point to it.

We recently welcomed one of our CFP® professionals as a partner in the firm. We are committed to developing talented professionals and providing opportunities to increase responsibility and achieve long-term success.

The successful candidate will work closely with two experienced CFP® professionals who are committed to sharing their knowledge, providing guidance, and helping the right person build a rewarding advisory career.

We are looking for an individual who:

• Enjoys building relationships with clients.
• Manages multiple priorities without losing attention to detail.
• Takes initiative and proactively identifies next steps.
• Keeps commitments and follows through.
• Communicates professionally and thoughtfully.
• Wants to continuously learn and improve.

We can teach planning strategies, systems, and processes. Strong organizational habits, accountability, and commitment to excellence are essential.

• Participate in and eventually lead client planning meetings.
• Develop and update comprehensive financial plans.
• Analyze retirement, tax, estate, insurance, and investment planning opportunities.
• Coordinate implementation of planning recommendations.
• Manage client follow-up and planning workflows.
• Maintain accurate documentation and task management systems.
• Support portfolio management and investment implementation.
• Collaborate with team members to deliver exceptional client service.

Our firm serves successful retirees, professionals, business owners, and many women navigating important life transitions such as widowhood, divorce, inheritance, and retirement. Over the years, our practice has grown primarily through trust, referrals, and long‑term relationships.

We believe great financial planning is about more than investments. It is about helping people make confident decisions during some of the most important moments of their lives.

• Thrive at Work and Beyond
  • 160 hours of vacation annually and bereavement leave.
  • 11 paid holidays plus 3 floating holidays.
  • Summer Fridays (Memorial Day through Labor Day) end at noon.
• Benefits to Secure Your Future
  • Competitive incentive compensation structure.
  • Up to 4.00% 401(k) employer matching contribution of salary.
  • Minnesota Paid Leave Premium is 100% employer-paid.
  • Path to Equity Ownership.
• Benefits to Grow with Us
  • Meaningful mentorship and professional development.
  • A collaborative team environment focused on learning and growth.
  • Memberships to FPA and NAPFA included.
  • Annual Education and Tuition Reimbursement of $2,000.
  • Professional Development Opportunities.
• Health and Happiness
  • 75% employer‑paid health, dental, and vision insurance.
  • 100% employer‑paid life insurance, short‑term disability, and long‑term disability coverage.
  • On‑premises fitness center, on‑site dog park, and on‑site pickleball court.

This position is primarily in‑office because we believe collaboration, mentorship, and professional development are best achieved through regular in‑person interaction. We also recognize that life happens and offer reasonable flexibility when circumstances arise, including occasional work‑from‑home arrangements when appropriate. If you are looking for a firm where you can grow professionally, develop deep client relationships, and contribute to something meaningful, we would welcome the opportunity to learn more about you.

• Bachelor's degree required.
• CFP® professional or actively pursuing CFP® certification.
• 2–5+ years of experience in financial planning, wealth management, tax, trust, legal, banking, or related advisory fields.
• Strong written and verbal communication and interpersonal skills.
• High degree of professionalism, integrity, and discretion.
• Excellent organizational and time‑management skills.
• Commitment to a client‑first fiduciary approach.
• Proficiency with Microsoft Office applications.