Everest Financial Group Hiring for Wealth Advisor Job at Minneapolis, MN Full Time

Wealth Advisor

Compensation – Salary plus Bonus

Description:

A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations.

(Note: This is a position with salary and bonus pay, not commission)

Responsibilities & Activities:

• Prepare comprehensive financial plan and proposals to clients and referrals
• Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision
• Assists in research and trading duties
• Assists in developing client event presentations
• Helps expand client base
• Assists the Senior Financial Advisor in planning and servicing as requested
• Develops and maintains written systems of all their activities
• Writes down important tasks and prioritizes them each day before leaving office

Knowledge, Skills & Abilities:

• Requires:
• At least 3 years of experience as Financial Advisor
• Excellent interpersonal and communication skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• A burning desire to succeed
• An ability to handle multiple tasks and handle stress
• Preferred
• CFP practitioner preferred
• NASD Series 7, 63 (65 or 66)

Everest Financial Group

701 Xenia Ave S Suite 250

Golden Valley MN 55416

www.everestfg.us

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location:

• One location

Work Remotely:

• No

COVID-19 Precaution(s):

• Remote interview process

Work Location: One location