You’re highly qualified and reliable. Now all you need is the right place to showcase your talent. Whether you’re looking for interim work or a full-time career in finance or accounting, check out this list of current opportunities from Hunter Hamilton.
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Associate Financial Planner - Minneapolis, MN
Hunter Hamilton has an exciting new direct hire, permanent Associate Financial Planner opportunity available in downtown Minneapolis! If you are looking to take your financial advising career to the next level, this role is for you! This is a highly visible role in which you will interface with both clients and senior financial planners. You will conduct thorough research and investigation in order to understand client needs and focus.
Additional responsibilities include:
- Collect, organize, and synthesize personal and financial client information
- Construct financial and retirement projections
- Assist Senior Planners in analysis of estate plans, retirement plans, tax planning, and insurance needs
- Participate in client meetings and support Senior Planners in capturing client wishes via meeting notes and delivering follow up planning strategies
- Create deliverables for client engagements
- Coordinate planning recommendations implementation with outside professionals
- Continuously monitor clients’ financial situations with detail and accuracy
- Be available to field ad hoc planning questions from clients
- Conduct research projects on recent developments in the wealth management industry
- Bachelor's degree in Finance, Business or related field
- Financial Service or Insurance industry experience
- Health and Life insurance licensure REQUIRED
- Series 6 or 7 licensure REQUIRED
- Professional written and verbal communication skills
- Self-motivated, go-getter personality
- Strong customer focus
EQUAL OPPORTUNITY EMPLOYER
Atterro supports affirmative action and equal employment opportunity. Atterro will provide equal employment in employment practices to all associates and applicants for employment. Employment decisions shall be made without regard to any protected characteristic such as, but not limited to, race, color, religion, gender, age, disability, national origin, ancestry, gender identity, sexual orientation, marital status, status in regard to public assistance, disabled veterans, recently separated veterans, Armed Forces service medal veterans and other protected veterans, genetic information and other legally protected classes. Furthermore, Atterro is an E-Verify employer. Information provided on this application will not be used for any discriminatory purposes. Atterro complies with all applicable federal, state and local non-discrimination laws and regulations. Atterro will provide reasonable accommodations in the application or interviewing process. If you need a reasonable accommodation in the application or interviewing process, please contact us.
United States of America
Sales & Marketing / Administrative
Direct Hire Position
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Job Title: Associate Financial Planner
Location: Minneapolis, MN
Job Type: Direct Hire Position
Reference ID: 327588
Posted Date: 6/8/2018