Top 5 Financial professional Jobs in Worthington, Mn

Financial Advisor
LFP CONSULTING —Worthington, MN
- $60,000 - $80,000 a year
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Health savings account
- Health insurance
Quick Apply
Associate Financial Advisor
Ameriprise Financial —Worthington, MN
- $50,000 - $70,000 a year
- Full-time
- Background check
- Data analysis skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d

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Associate Financial Advisor
Ameriprise Financial —Worthington, MN
Perform case analysis and develop recommendations. Already have or be able to study for and pass exams for federal and state licenses and registrations for…
$50,000 - $70,000 a year
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2d

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Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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Financial Advisor

LFP CONSULTING
Worthington, MN

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Job Details

$60,000 - $80,000 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

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 6 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 worthington, mn

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