AppleOne Employment Services

Financial Planner

AppleOne Employment Services Greater Minneapolis-St. Paul Area

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Heather Neidermeier

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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