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New Brighton, MN RIA seeking Associate Financial Planner (New Brighton, MN)

Valtinson Bruner Financial Planning

compensation: Based on experience
employment type: full-time
job title: Associate Financial Planner
We are a comprehensive financial planning and tax firm located in New Brighton, MN.

The AFP will support the firm in the preparation and presentation of financial plans and various planning analyses to clients. This includes the implementation of financial recommendations and acting as the point person on planning questions and analyses. Duties will include gathering financial information from clients and inputting it into various financial planning software.

Responsibilities:
1. Work with Financial Planners to gain an understanding of the client's background and objectives.
2. Present plans and various analyses to clients and act as the point person on all planning questions and analyses.
3. Input client information into various web-based software (financial planning, tax planning, Social Security planning).
4. Perform various financial analyses and reviews
5. Create financial plans to be presented at meetings, update financial plans as necessary, and answer all planning questions for clients.
6. Create and modify PowerPoint presentations to highlight financial plan data for client meetings.
7. Review and modify systems to enhance the financial planning experience.
8. Review financial technology to improve services and financial planning processes.
9. Put together PowerPoint decks and write articles on financial technology and how we use it.
11. Create and send client communications on financial planning topics.
13. Special projects as assigned.
Other Skills:
1. Experience using Microsoft Office Suite, eMoney, Redtail, Holistiplan experience preferred.
2. Excellent phone and personal communication skills
3. Strong attention to detail and organizational skills
4. Drive for professional growth
5. Ability to handle a high volume, fast-paced environment and work independently
6. Team-oriented

Education and Experience
1. Bachelor's degree required.
2. CFP® required (or obtained within 18 months)
3. 3+ years experience in the brokerage, insurance, or financial industry

Benefits
• Competitive compensation based on experience
• Paid time off
• 401k with safe harbor match
• Health insurance
• Bonus opportunity

  • Principals only. Recruiters, please don't contact this job poster.

post id: 7748843286

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