Wealth Planning Advisor; CFP
Bloomington, Hennepin County, Minnesota, USA
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Jobot is seeking an experienced Service Advisor to manage ongoing client relationships within a collaborative wealth management environment in the Twin Cities area. You will serve as a trusted day-to-day advisor, expanding planning beyond investments and coordinating with senior advisors on complex financial needs.
The role emphasizes long-term client engagement, CFP‑level expertise, and a hybrid work model with strong benefits and professional development opportunities.
We invite applications for the Wealth Planning Advisor (CFP) — Hybrid Role position located in BLOOMINGTON, MN, United States.
Join us at Jobot as our next Wealth Planning Advisor (CFP) — Hybrid Role in BLOOMINGTON, MN, United States.
We are currently recruiting a Wealth Planning Advisor (CFP) — Hybrid Role for our team in BLOOMINGTON, MN, United States.
This is a genuine position to take on the Wealth Planning Advisor (CFP) — Hybrid Role role at Jobot.
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