Top 10 Financial professional Jobs in Windom, Mn

Financial Advisor
LFP CONSULTING —Windom, MN
- $50,000 - $60,000 a year
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Background check
- Mid-level
- 3 years
- Professional development assistance
- Flexible schedule
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13h

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Financial Advisor
LFP CONSULTING —Windom, MN
Client Acquisition – develop strategies to acquire new clients with a plan (referrals, networking, seminars, etc.). 2 years of Financial Service Experience.
$50,000 - $60,000 a year
Quick Apply
Licensed Financial Professional | Build Your Practice. Expand Your Future.
Legacy Grove Group —United States
Participate in professional development and field mentorship. Professional development, coaching, and field mentorship. Financial services: 3 years (Preferred).
$90,000 - $180,000 a year
Quick Apply
13h

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Financial Services Professional
New York Life —Dublin, OH
You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8…
$60,000 - $150,000 a year
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Advisor, Financial Planning and Analysis - Data and Analytics
Cardinal Health —Dublin, OH
It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
$90,600 - $129,400 a year
6d

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Financial Advisor

LFP CONSULTING
Windom, MN

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Job Details

$50,000 - $60,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Vision insurance

Qualifications

Series 66
Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Competitive salary with bonus opportunities! Apply today!

Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.

We offer our team:

Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader
Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership
Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life
Competitive Pay

Comprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)
Collaborative Environment and Innovative Culture
Education Reimbursement: never quit learning and growing in your career

As a Financial Advisor, you will help clients identify their distinct financial needs and objectives and recommend products and services to help achieve goals. Goals are diverse and could include helping with investments, saving for a child's education or major purchase, planning for retirement, or estate planning. The Financial Advisor role leads this effort with clients and provides advice and guidance with clients as they strive for their financial health and wellness.

Key Responsibilities:

Client Acquisition – develop strategies to acquire new clients with a plan (referrals, networking, seminars, etc.). Attend events as appropriate.
Practice Development – prepare annually and track toward a business plan, including goals of total GDC, recurring revenue, new clients with a plan, net flows, assets under management, and financial plans. Meet weekly with leader to discuss strategies to meet goals.
Client Relationship Management – the key role in managing the relationship with clients; responsible for managing the plan delivery, answer client questions, overcome objections, etc.
Advanced Case Analysis including estate planning, tax strategy, retirement distribution, protection planning, etc.
Lead direct staff reports – conduct regular meetings to discuss workflow, clients’ requests, tasks etc.
Participate in team activities – attend staff meetings, staff retreats, contribute with suggestions on enhancing the client experience or creating practice efficiencies.
Continue education and professional development – complete all continuing education requirements, participate in professional development opportunities, seek ways to build credentials (awards, designations, etc.).

As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box – because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Please apply if this a great match for your unique skillset and strengths.

Legacy Financial Partners, which has 29 locations in 7 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more. Apply today!

Ideal Education & Experience:
2 years of Financial Service Experience

Bachelors Degree or Equivalent Experience

Financial Advisor Licensing Requirements:

SIE, Series 7TO, Series 66 and State Insurance

Competitive salary with bonus opportunities! Apply today!

Quick Apply

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financial professional jobs in windom, mn

Financial Advisor

Licensed Financial Professional | Build Your Practice. Expand Your Future.

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