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Retirement Planning Advisor: Steady Leads
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-02-16
Listing for:
The Well
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A values-driven financial planning firm in Minneapolis, MN is looking for an experienced planner to help pre-retirees and retirees develop retirement income, tax, and investment strategies. Candidates should have Series 65 (or equivalent) and relevant insurance licenses along with 3-5 years of planning experience. The role offers a collaborative environment with steady leads and a compensation package including base salary and bonuses, estimated OTE of $140k to $180k.
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