Find your calling. Essentia Health seeks employees who embrace our commitment to patient-and family-centered care in communities both large and small. We’re looking for people who are committed to making patients and their families feel known and understood. People who understand what it means to be Here with you.
People who are willing to use their strengths to help others.
Financial Planner – Duluth, MN
Duluth is a big, small town — filled with natural beauty, green space, and creature comforts galore. Located at the Head of the Great Lakes, Duluth was recently named the second-best adventure hub in the entire world! Outside Magazine has discovered Duluth and ranked our city as the Best Town 2014. In addition, nestled on a 600-foot bluff overlooking the largest freshwater lake in the world, over 90,000 residents call Duluth home. From its top-ranked schools and universities to its thriving business community — Duluth is a fabulous place to raise a family, seek higher education, work, or journey outside! Duluth rests halfway between the Twin Cities and the Canadian border. As one of the largest international ports, Duluth is a key shipping, commercial and manufacturing center. Major industries include health care, education, aviation, technology and tourism. A thriving arts, outdoor recreation and unique retail environment, make this a top tourist destination – attracting 3.5 million annual visitors.
The financial planner provides financial and investment planning services to physicians. Services include investment planning services, tax planning, including estate tax issues, college expense projections and planning, cash flow/budget analysis, debt planning, including mortgages and student loans, retirement planning, insurance needs and risk analysis and benefits consulting. Financial planner will understand the overall personal and financial goals of each client to provide customized solutions. Will work closely with members of Human Resources to develop extensive knowledge of benefits and retirement programs available to physicians. Based on need, planner may also conduct presentations on various topics of interest. Planners will develop and sustain community relationships to create a network of trusted partners, including attorneys, CPA’s, financial advisors, real estate agents, bankers, etc. to meet complex financial needs of physicians.
QUALIFICATIONS (minimum requirements)
Education and/or years experience required:
• Bachelors Degree and Advanced Degree or Certification (CFP, CFA, CAP/PFS, CAIA, JD or MBA) required
• Minimum of eight years in the field of financial planning, asset management and benefit management/selection for highly compensated and high net worth individuals.
Essentia Health offers competitive salary and benefits that include medical, dental, life insurance, long-term disability, flex spending accounts, retirement plans, paid time off, and continuing education including tuition reimbursement.
To apply to this opportunity or others available at Essentia Health,
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We are called to make a healthy difference in people’s lives.
Essentia Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, color, creed, culture, disability (physical or mental), ethnicity, familial status, gender identity or expression, genetic information, language, local Human Rights Commission activity, national origin, military service, race, religion, sex, sexual orientation, socioeconomic status, or public assistance status.
Internal Number: R017065/R017099
About Essentia Health
Essentia Health is committed to helping our patients and their families lead active and fulfilling lives. Our 14,400 employees work with you to provide high quality, personalized care that makes you feel known and understood.
Across the large and small communities we serve, our patients benefit from the resources of an integrated health system, including the expertise of 750 physicians, a wide range of medical specialties and cutting-edge technologies. We also offer network-wide electronic medical records and medical research.
Our mission, vision, values and belief statements are the foundation of our promise to the patients, families and communities we serve—to be Here with you.