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Financial Planner

Employer
Laurel Wealth Planning
Location
Edina, Minnesota (US)
Salary
Anticipated salary of $75,000-$90,000, based on experience.
Closing date
Jul 9, 2022

View more

Job Role
Financial Planning
Sector
Finance
Contract Type
Permanent
Hours
Full Time

We are hiring a full-time Financial Planner to partner with our Wealth Managers to provide clients with timely, high-quality comprehensive financial planning advice.

They will prepare meeting materials, including tax and cash flow projections (with Holistiplan and MoneyGuidePro). They will review tax returns, summarize recommendations, help clients pursue strategies that optimize their tax situation, and keep wealth managers abreast of law changes.

This is an expert/technical position. It may lead to a technical career track of Financial Planner II, Sr. Financial Planner, Director of Financial Planning. Alternatively, they may pursue a Wealth Manager career track of Associate Wealth Manager, Wealth Manager, Sr. Wealth Manager.

Abilities:

  • High initiative, drive, dedication, desire to learn.
  • Ability to interpret financial information and understand financial and economic terminology and concepts.
  • Excel, Word, Outlook skills.  Tamarac, Salentica CRM, MoneyGuidePro experience preferred.

Education/Experience:

  • 5+ years in financial planning industry.
  • Tax planning experience preferred.
  • Bachelor’s degree with 3.5+ GPA in financial planning, finance, economics, business, or accounting.
  • CFP Certification in process or obtained.
  • CPA or tax credential a plus.
  • Series 65 or Series 7 or willing to obtain Series 65.

Compensation/Benefits

  • Anticipated salary of $75,000-$90,000, based on experience.
  • Team bonuses.
  • Health insurance; HSA contribution.
  • Disability and life insurance.
  • 401(k) with immediately vested company contribution.
  • Workday flexibility.
  • Hybrid schedule possible after six months.
  • Tuition reimbursement for approved courses.
  • Company paid licensing and credentialing.

About Us

Laurel Wealth Planning is a fee-only, fiduciary firm specializing in women decision makers & couples.

Sixty percent of clients invest with an ESG focus. We have had a growth rate over 25% the last three years, with a goal to triple AUM in eight years. This growth can offer our team members valuable career opportunity.

We keep a low team-member to client ratio to give high attention, truly know our clients, be proactive, and communicate often. We are guided by our values, to which we publicly commit.

 

Apply to Anne Ward: anne.ward@laurelwealthplanning.com.

For more information on this posting: https://laurelwealthplanning.com/careers/         

 

COVID-19 vaccination is required; will consider accommodation requests.

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