Our corporate headquarters in Plymouth, MN is looking for an experienced Financial Planner to provide support to our financial advisors by preparing customized financial plans for prospective and existing clients, and to work in our Advanced Planning department which also serves the greater de-centralized offices in contributing to the roundtable approach to our clients.

Key Functions

· Organize client financial documentation

· Create customized, basic to comprehensive (Profile, Strategy, Full Plan utilizing NaviPlan) financial plans for presentation and delivery to clients

· Participate in the scheduling and creation of client reviews for presentation to clients

· Participate in introduction meetings, presentations and review meetings as necessary

· Communicate with financial advisors and other team members, as well as clients and prospective clients, to answer questions and/or research issues

Education/Certification Requirements

· 4 year degree required- Finance, Business, Accounting preferred

· CFP or CPA desirable

· 4+ years of financial administration and customer service experience

· Knowledge of financial terminology and processes

· FINRA Series 7 & 66 required, or 7, 63, and 65

· MN Life and Health License required

· Strong interpersonal skills required to develop team and client relationships

· Professional presence and communication skills

· Strong attention to detail and process

Job Type: Full-time

Experience:

  • Financial Planning: 4 years (Preferred)
  • Financial Services: 5 years (Preferred)

Education:

  • Bachelor's (Required)

License:

  • Series 7 and 66 (Required)
  • Life and Health Insurance (Preferred)
  • CFP (Preferred)

Work authorization:

  • United States (Preferred)
 

 

About Wealth Enhancement Group 

Email resume@wealthenhancement.com to apply.