More jobs:
Financial Planning Advisor | CFP/Series | Eligible
Job in
Shoreview, Ramsey County, Minnesota, USA
Listed on 2026-07-03
Listing for:
Great Waters Financial, LLC
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Great Waters Financial, LLC is seeking a Planning Advisor to serve as a crucial liaison between new and existing clients and our advising team. The role involves gathering client data, building customized financial plans, and delivering recommendations that align with individual risk tolerances and goals.
As a Planning Advisor, you will be responsible for developing comprehensive financial plans, preparing client meetings, providing ongoing recommendations, and staying updated on industry trends. The position requires a Bachelor's degree, Series 65 or CFP, and strong analytical skills.
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