JR Financial Advisor - Gpac

This position is located in Minneapolis, MN. 

The Jr Financial Advisor position offers the opportunity to learn comprehensive wealth management practices from financial planning experts. This is a full-time, on-site, salaried position. This position comes with a competitive salary and a management team who believes in and invests in their people. The ideal candidate will have experience with individual tax, especially for the Hi- & Ultra-Hi-Net-Worth and have worked as a Financial Advisor or Jr Financial Advisor. This is no requirement that you bring clients with you -- this is an opportunity to start fresh with a fantastic firm and grow your financial advising expertise with great support & mentoring from Senior Financial Advisors.  Requirements:**

• Undergraduate degree in financial services industry is required. Majors in:
• Finance, financial planning, accounting, economics
• Minimum of 2 yrs experience in a Financial Advisor role at Wealth Management firm
• Accounting background/experience as it relates to individual tax preferred
• Must be:
• Reliable
• Goal-oriented
• Self-directed
• Collaborative/Team-oriented
• Must be able to adhere to all compliance policies & procedures and Code of Ethics requirements

Preferred Licenses/Accreditations:**

• Securities Industry Essentials (SIE) license*
• Certified Financial Planner Accreditation (or willingness to complete within the first year)
• Series 65 license*
• Both of these licenses you can get on your own, with out being sponsored by a wealth management firm. Coming with, or in the process of getting, the SIE demonstrates a strong desire to become a Financial Advisor.

As an Associate Financial Advisor, you will support the senior advisor by:

• Preparing for and participating in client meetings (initial, review)
• Responding to client calls
• Making outgoing courtesy/follow up calls
• Completing forms and entering data

Key Qualities:**

• Financial industry knowledge - investment, risk management concepts and terminology, basic statistics/portfolio theory
• Strong analytical skills
• Organized, methodical/systematic approach to tasks
• Ability to put people at ease
• Comfortable making presentations and telephone conversations
• Excellent listening skills
• Passion for the customer experience and being part of a team
• Dedicated to pursuing a career in the financial services industry

If you think you have the right background, skills and education/experience for the Associate Financial Advisor position, please apply!

You can email or call me at Karen.smith@gogpac.com or 517-325-3887

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.