Financial Advisor

Coon Rapids, MN
Competitive pay/benefits based on industry standards
Apr 06, 2012
May 06, 2012
Job Type
Employment Status
Full Time

Financial Advisor
FFP Wealth Management is a North Metro NAPFA Fee Only financial planning firm in a tremendous growth phase.  Our current marketing is developing many new clients.  In addition, we are implementing a marketing program that includes a television program and. We have a proven marketing track record that generates appointments.

Job Duties:

  • New and existing client relationship development and management, including ongoing and regular client contact and communications
  • Client Service, including planning updates, portfolio changes and reviews, returns and new opportunity identification
  • Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management and portfolio management)


  • Minimum 3-5 years experience in investment management and/or financial advisory services with demonstrated ability to develop and manage plans and manage client relationships
  • Bachelor's Degree from an accredited college or university; CFP desgination (preferred)
  • Proficiency in Microsoft Office, Portfolio Center and Junxure (preferred but not required)
  • Financial planning/wealth management acumen, judgement and experience
  • Excellent communication and  listening skills
  • Client first attitude
  • A team player, with strong coaching and leadership skills
  • Desire/ability to work successfully in a small company environment
  • Commitment to company vision

Salary and Benefits:

  • Pay/benefits are competitive based on industry standards
  • Salary plus incentives
  • Benefits include dental, health care, and 401(k)
  • Additional compensation available to a candidate who can convert an existing book of business

Fax: 763-231-2770

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