Direct message the job poster from AppleOne Employment Services
Heather Neidermeier
Experienced Branch Manager @ AppleOne
Job Title: Financial Planner
Location: Minneapolis, MN
Salary: Up to $75,000
Are you a motivated individual looking to kickstart your career in financial planning? We are partnered with a rapidly growing Wealth Management firm who is seeking a Financial Planner to join their team in Minneapolis, MN! As a Financial Planner, you will work closely with senior financial advisors to assist clients in achieving their financial goals and provide comprehensive financial planning services.
Responsibilities:
Assist senior advisors in developing financial plans for clients
Conduct research on investment options, tax strategies, and retirement planning
Analyze financial data and prepare reports for clients
Provide excellent customer service and build strong client relationships
Stay updated on industry trends and regulatory changes
Requirements:
Bachelor's degree in Finance, Economics, Business, or related field
Experience with eMoney is highly preferred
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and collaboratively in a team environment
Proficiency in financial software and Microsoft Office suite
Benefits:
Competitive salary of up to $75,000 per year, plus commission
Health insurance and retirement benefits
Professional development opportunities and support for certifications
Flexible work schedule and a positive work environment
Opportunity for growth and advancement within the company
Seniority level
Associate
Employment type
Full-time
Job function
Finance, Sales, and Consulting
Industries
Financial Services
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