Financial Advisor
Job in
Fort Snelling Unorganized Territory, Fort Snelling, Hennepin County, Minnesota, USA
Listed on 2026-10-22
Listing for:
Midwest Secure Retirement
Full Time
position Listed on 2026-10-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Role Description
This is a full-time role located in Minneapolis, MN for a Financial Advisor. The Financial Advisor will be responsible for advising clients on their financial goals, planning their retirement, managing investments, and offering comprehensive financial planning services. Daily tasks include searching for and acquiring clients, meeting with them, assessing their financial needs, developing personalized strategies, and ensuring client satisfaction. The role emphasizes client relationship management and the creation of long-term financial plans.
Qualifications- Series 6 or 7 or willingness to obtain
- State life/health license or willingness to obtain
- Skills in Financial Planning and Finance
- Proficiency in Retirement Planning and Investments
- Expertise in Financial Advisory services
- Strong interpersonal and communication skills
- Exceptional analytical and problem-solving abilities
- Bachelor's degree in Finance, Economics, or related field
- Relevant certifications such as CFP or ChFC are a plus
- Experience in providing financial advice and services is a plus
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