We are searching for a brilliant Financial Advisor to join our productive team at Transcend Practice Management in New Brighton, MN.
Growing your career as a Full Time Financial Advisor is an amazing opportunity to develop exceptional skills.
If you are strong in presentation, critical thinking and have the right mindset for the job, then apply for the position of Financial Advisor at Transcend Practice Management today!
Location: In-office; New Brighton, MN
Status: Full-time
Hours: Mon-Fri 8am-4:30pm
Compensation: $100,000 – $125,000, based on experience
*** This position REQUIRES CURRENT FINRA LICENSING ***
The best and brightest advisors always have choices in the wealth management arena. Working with our client is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works together to deliver high-quality financial planning services to our clients. We bring our values to work each day: reliability , appreciation , insistent accuracy , critical-thinking and problem-solving , awareness of prominent issues , and enthusiasm for the opportunities each day presents . Being a trusted advocate for one of life's most precious and important resources—financial security—is a high honor. We are looking for an individual who shares our values and wants to share in that honor.
We are excited to announce a new opportunity for an additional team member to join our team. If you have experience as a Financial Advisor and want to provide a high-quality experience for clients, we want to hear from you, so please get in touch today as we would like to meet the very best candidates immediately.
In your new role, you can expect to:
Manage existing client relationships Provide investment, tax, risk, education, and estate planning advice. Respond to client inquiries and requests. Conduct client reviews. Create and update financial plans in MoneyGuidePro and Right Capital. Correspond with clients, their family members, and strategic alliances. Continuously maintain client relationships, understanding their unique circumstances, connections, and interests. Stay current on trends and regulations within the financial planning arena. Continually strive to do the right thing the right way. Qualifications for this opportunity include:
Bachelor's degree required CFP® designation strongly preferred 5 - 8 years of experience as a financial planner providing advice on investment, tax, risk, education, and estate planning topics Series 7 and 66 (or 63 and 65) required Ability to thrive under pressure Excellent oral and written communication skills Attention to detail Strong problem-solving and critical-thinking skills Relationship management skills Positive attitude and enthusiasm Confidence and adaptability Flexible in embracing change Drive to help clients and co-workers Professionalism Strong computer skills: Microsoft Office, MoneyGuidePro, or Right Capital, a plus Experience managing a team, a plus We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you. Benefits of working as a Financial Advisor in New Brighton, MN:
? Company offers great benefits
? Advancement opportunities
? Advantageous package
