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Associate Financial Advisor

RIA RecruitingMinneapolis, MN, US

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White Oaks Wealth Advisors

White 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.

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 Process

Qualified 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.

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Financial Advisor • Minneapolis, MN, US