Financial Planning Advisor

Great Waters Financial, LLC • Shoreview, MN

4d • $62,000 - $80,000

About The Position

The Planning Advisor at Great Waters Financial serves as a key liaison between new and existing clients and the client-facing advising team. The role gathers client data, develops customized financial plans, and delivers recommendations aligned with each client’s risk tolerance and goals. The advisor supports clients in pursuing their investment objectives by understanding their financial situations, risk profiles, and tax exposure, while also supporting the advising team.

Requirements

• Bachelor’s degree.
• Series 65 or CFP.
• Health and Life Insurance License.
• Strong critical-thinking and analytical skills.
• Excellent written and verbal communication skills.
• Familiarity with technology systems and platforms, including MoneyGuide and Salesforce.

Responsibilities

• Build and maintain comprehensive financial plans for prospects and clients, tailored to individual goals, risk tolerance, and tax exposure and aligned with current firm standards.
• Input and maintain accurate client data in software systems, including Moneyguide and Salesforce.
• Coordinate client meeting preparation, including Strategy Session preparation and coordination with advisors.
• Prepare organized, thorough, client-facing advisor meeting agendas aligned with each client’s financial plan.
• Complete assigned tasks in relevant software platforms before scheduled meetings.
• Provide ongoing financial recommendations that address client needs, answer questions, and support a high-quality client experience.
• Review client and prospect financial situations to identify appropriate products and strategies across Investment Advisory, Brokerage, Annuities, and Insurance.
• Identify and implement planning opportunities based on industry trends, regulatory changes, and updated financial products.
• Maintain current knowledge of regulations, financial planning practices, and product offerings relevant to the firm’s full-service suite.
• Stay informed about industry trends and proactively share relevant insights with the advising team.

Benefits

• Medical, dental, and vision insurance.
• 401(k) retirement plan with employer matching.
• Employer-provided Health Savings Account (HSA).
• Life Insurance and Accidental Death & Dismemberment (AD&D) coverage.
• Long-Term Disability insurance.
• Free estate plan through Great Waters services.
• Annual wellness stipend for 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