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Financial Advisor

This job is no longer available

Employer
FFP Wealth Management
Posted
Friday, April 06, 2012
Closes
Sunday, May 06, 2012
Location
Coon Rapids, MN
Job Type
Employment Status
Salary
Competitive pay/benefits based on industry standards

Further information

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)

Requirements:

  • 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

Email: Tiffany.brynteson@ffpwealthmanagement.com
Fax: 763-231-2770

FFP Wealth Management