Financial Advisor
About The Position
White Oaks Wealth Advisors, a fee-only financial planning firm in Minneapolis, is seeking a Financial Advisor to join our team. The Financial Advisor will be working with our existing client base on financial planning and investment management in collaboration with our team. We are a small firm that is very collaborative, so we are looking for a great team member. Find out more about the firm at whiteoakswealth.com, including our environmental and community involvement here. Salary and Benefits Salary range for this position will be $100K-150K This position has immediate room for mentoring and growth, and there will be a possibility for firm equity for the right person down the road
Requirements
- 3-8 years of experience in wealth management/financial planning
- CFP® designation required.
- Ability to work well in a team environment – we are a collaborative and collegial office
- Excellent client service and relationship management skills
- Attention to detail and team-player attitude
- Self-starter with a commitment to excellent client service
- Solicits and provides feedback with growth personality
- Full time in our office in Golden Valley, Minneapolis
Nice To Haves
- Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS
Responsibilities
- Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning.
- Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client’s personal and financial goals.
- Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time.
- Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle to identify and educate clients about complex issues
- Coordinate with Client Service Team
- Participate in building new client relationships in collaboration with strategic partners in the community.
- Jump in and support others as the success of the entire firm relies on each person working together for shared goals.
Benefits
- 401(k) plan with employer contribution after 1 year
- Firm pays for half of medical policy premiums for employee and applicable family members
- Employer paid long-term disability coverage
- Life insurance
- Unlimited PTO plus bonus holiday week
- 10 paid company holidays
- Paid professional dues, continuing education, conferences, and training
- Charitable matching
- Tuition reimbursement
- Company paid cell phone and service
- Maternity/paternity leave
- Summer hours – office closes at 3pm on Fridays between Memorial Day and Labor Day
- Internal financial planning for employees
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
