Wealth Planner Equity & Team-Driven Impact
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-11-04
Listing for:
White Oaks Wealth Advisors, Inc
Full Time
position Listed on 2026-11-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
A fee-only financial planning firm in Minneapolis is seeking a Financial Advisor to join their collaborative team. The role focuses on financial planning and investment management for existing clients. Responsibilities include designing detailed planning solutions and building client relationships. Candidates should have 3 years of experience in wealth management, excellent client service skills, and a strong team-oriented attitude. The position offers competitive benefits, including equity possibilities and 401(k) contributions.
This posting is for the Wealth Planner — Growth, Equity & Team-Driven Impact role at White Oaks Wealth Advisors, Inc, based in Minneapolis, MN, United States. The position is based in Minneapolis, MN, United States. This opportunity is part of our work in Finance. The advertised compensation is 100.. We aim to respond to suitable candidates as soon as possible.
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