Edina, MN - Financial Advisor is seeking a fulltime (40 hours/week), fully licensed Associate and Paraplanner for his practice. Licenses include Series 7, 66 and MN Life/Health. Key responsibilities include client service, financial planning case preparation/deliverables, investment management, cash flow management, and trades/transactions
Successful candidates will be highly dependable and trustworthy, analytical, have a high level of organizational skills, attention to detail and accuracy, self-motivated, have excellent written and verbal communication skills, ability to handle multiple responsibilities, consistently follow high standards of business/professional ethics when dealing with others and performing work activities, and have a desire to grow within the practice.
Qualified candidates will hold series 7, 66 and MN life/health licenses or the ability to obtain licensing within 90 days of hire, have 1+ years of similar work experience, preferably in the financial services industry, and a desire to grow and learn in the industry.
Please include a cover letter stating why you are interested in and suited for this position along with a resume and compensation interest when responding.
Salary: $34,000 - $44,000 Yearly