Financial Solutions Advisor - Minnesota Market
$70,000–$80,000 year
On-site · Eagan, Minnesota, United States or West Saint Paul, Minnesota, United States
Job Summary
Provide comprehensive financial guidance and customized solutions to clients to help achieve financial goals. Responsibilities include triaging client leads, referring to suitable internal partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a detailed financial plan, and recommending brokerage products. The role involves applying regulatory diligence and completing required licenses and trainings; may include residential mortgage loan origination with SAFE Act registration obligations. The position requires partnering with clients to plan short- and long-term financial objectives, identify new clients through referrals, and coach referral partners to optimize service delivery.
Required Qualifications
- Series 7 and 66 licenses (63/65 acceptable in lieu of 66)
- Minimum of one year of experience in the investments/financial services industry
- Licensing and regulatory compliance training
- Ability to build financial plans and recommend brokerage products
- SAFE Act registration and background check readiness
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