Financial Advisor

The Strategic Implementer

  • Minneapolis, MN
  • $100,000-130,000 per year
  • Permanent
  • Full-time
  • 1 day ago
About White Oaks Wealth AdvisorsWhite Oaks Wealth Advisors is a dynamic and growing independent, fee-only wealth management firm based in Minneapolis, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning. The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. We are one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida. Not only are we required, as fiduciaries, to put our clients first - we care for our clients like family.Find out more about the firm at , including our environmental and community involvement .Salary and Benefits
  • Salary range for this position will be $100K-130K
  • This position has immediate room for mentoring and growth, and there will be a possibility for firm equity for the right person down the road
  • 401(k) plan with employer contribution after 1 year
  • Firm pays for half of medical policy premiums for employee and applicable family members
  • Employer paid long-term disability coverage
  • Life insurance
  • Unlimited PTO plus bonus holiday week
  • 10 paid company holidays
  • Paid professional dues, continuing education, conferences, and training
  • Charitable matching
  • Tuition reimbursement
  • Company paid cell phone and service
  • Maternity/paternity leave
  • Summer hours - office closes at 3pm on Fridays between Memorial Day and Labor Day
  • Internal financial planning for employees
Responsibilities
  • Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning.
  • Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client's personal and financial goals.
  • Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time.
  • Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle to identify and educate clients about complex issues
  • Coordinate with Client Service Team
  • Participate in building new client relationships in collaboration with strategic partners in the community.
  • Jump in and support others as the success of the entire firm relies on each person working together for shared goals.
Qualifications
  • 3 years of experience in wealth management/financial planning
  • CFP® designation required.
  • Ability to work well in a team environment - we are a collaborative and collegial office
  • Excellent client service and relationship management skills
  • Attention to detail and team-player attitude
  • Self-starter with a commitment to excellent client service
  • Solicits and provides feedback with growth personality
  • Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS
  • Full time in our office in Golden Valley, Minneapolis
Core Values
  • We love our clients
  • We are a very hard-working team and have a very happy working environment
  • We are advice first, not sales.
The ProcessQualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.We are an equal opportunity employer.

The Strategic Implementer