Advisor, Minneapolis, Duluth, or Bonita Springs
: Job Details :

We understand that building meaningful relationships with individuals and families so you can provide tailored advice to their needs, values, and goals is the reason you chose to be a financial advisor. Our multi-generational team is seeking to find fellow advisors that share this passion and have a track record in helping wealth management clients achieve their financial life planning goals. This role is responsible for managing client relationships and developing new relationships that would benefit from an advice driven by advocacy approach. This team member is expected to collaborate with other advisors and client service team members on relationships and is responsible for formulating and implementing personal wealth management advice. A Certified Financial Planner accreditation is required.