Advisor | Personal Wealth Team

Great Waters Financial, LLC • Shoreview, MN

just now • Onsite

About The Position

The Personal Wealth Advisor at Great Waters Financial serves in a client-facing advisory role, delivering holistic financial guidance that supports our mission of empowering people to Live Greatly®. This role owns the end-to-end client relationship, including leading strategy sessions, providing ongoing advice, and ensuring consistent service delivery between meetings. Based in our Shoreview office, this position acts as a key representative and voice of the Great Waters Financial Plan, partnering closely with cross-functional teams to deliver a seamless and comprehensive client experience with our team approach. The Personal Wealth Advisor plays a critical role in fostering strong client relationships and driving engagement, satisfaction, and long-term retention.

Requirements

• Bachelor's Degree in Business, Finance, or a related field
• 2+ years experience within the financial services industry, within a licensed capacity delivering advice
• Series 65 license and Life and Health Insurance license required

Nice To Haves

• Planning related designations such as CFP® or other advanced planning designations are a strong plus.
• A self-starting, client-focused, and results-driven team player who can hold meetings from the Shoreview office.
• An advocate for Great Waters' core values and a positive influence on the team.
• Demonstrated ability to deliver advice and service effectively in a virtual/remote setting.
• Exceptional communication skills with excellent presentation, interpersonal, and organizational abilities.
• Proficient in reasoning, conflict management, and analytical problem-solving within a complex financial planning context.

Responsibilities

• Manage an assigned client base, ensuring consistent and effective service delivery through defined touch-points, meeting cadence, and proactive follow-through. Build strong relationships so each client feels known, prioritized, and confident in their financial plan.
• Lead client-facing strategy sessions to understand goals and preferences, gather key financial and non-financial information, and deliver holistic advice aligned with the Great Waters Financial planning philosophy. Guide clients toward decisions that are in their best interest.
• Provide timely, proactive advice outside of scheduled meetings through phone, email, and virtual communication. Monitor client sentiment, anticipate needs, and follow up on key action items to drive engagement and satisfaction.
• Maintain accurate documentation of all client interactions within firm systems (e.g., Salesforce). Serve as the central point of coordination by communicating client needs, priorities, and updates across internal teams to ensure alignment and follow-through.
• Partner closely with Planning, Client Experience, and Operations teams to implement financial strategies and deliver a seamless, end-to-end client experience.
• Drive client satisfaction and retention by delivering consistent, high-quality service and reinforcing the value of the Great Waters Financial Plan through every interaction.
• Ensure adherence to regulatory requirements, firm policies, and quality standards, including proper handling of client documentation and service requests. Identify and support opportunities to improve processes, communication, and overall client outcomes.

Benefits

• Medical, Dental, and Vision insurance
• A 401(k) retirement plan with an employer matching schedule
• Employer-provided Health Savings Account (HSA)
• Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
• Long-Term Disability insurance
• A free Estate Plan through Great Waters services
• An annual wellness stipend to support physical and mental well-being
• Vacation Time, Sick Time, and 10 paid company holidays
• Eligibility for a discretionary annual bonus based on individual and company performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees