Do you get fired up when you meet with clients and present/implement solutions to help them meet their financial goals? Are you tired of the same old, same old at your current firm and long for something new, fresh and invigorating? We are a local, progressive, community minded firm that is growing and seeking strong talent focused on building client relationships. We have a current need for an experienced, driven, ambitious Financial Advisor/Wealth Manager who will help us continue to grow our business. The individual will assist our current team by meeting with clients in partnership with our existing Financial Advisors. The individual will manage, gather and analyze client data, help prepare preliminary financial plans and other client deliverables as well as other practice management tasks as needed. The successful candidate will begin meeting with clients quickly and will be assigned their own client base (50 to 100 client groups). (S)he will be an integral and valued member of the 12-person 360 Financial team, collaborating closely with other team members.
Ideal candidates for this unique opportunity will be ethical, trustworthy and dependable. (S)he must be able to prioritize and complete multiple tasks, and meet deadlines. (S)he will be a self-starter who demonstrates outstanding people and organizational skills.
Bachelor’s degree or higher
3+ years experience in the financial services industry, as a Wealth Manager or Financial Advisor.
Excellent attitude and genuine interest and care for others.
Demonstrated interpersonal and relationship management skills.
A confident self-starter.
Ability to multitask and adapt.
High expectations for yourself and team.
Extensive knowledge of Microsoft Excel, Word and Outlook with the ability to quickly learn new software.
Fully Licensed/Registered (Series 7, 63).
Drive to build on your career through professional certificates and exams.
Additional Salary Information: This role offers a competitive salary with bonus plan, medical benefits, 401(k) Plan with company match and profit sharing plan. The bonus will be based on serving and growing an asset base. We have a healthy, fun, productive work environment which includes quarterly team outings, birthday celebrations, catered lunches at office meetings, company time off for your volunteer passions, and much more. We also just moved into a brand new custom designed office in exclusive downtown Wayzata, MN!
About 360 Financial, Inc.
Founded in 1995, 360 Financial is an independent Registered Investment Advisor (RIA). As a financial services firm we believe in providing “big picture planning” and implementing a customized strategy to help our clients address life’s complex financial challenges. We are a growing firm on an upward trajectory and are looking for a special person to round out our team; someone who works hard but likes to have fun! WE ARE STEWARDS OF OUR CLIENTS’ FINANCES. Our experienced financial advisors offer financial planning and advisory services through our affiliation with LPL Financial.
• Big Picture Planning
• Accumulation: how to target asset growth
• Risk management: how to protect your assets
• Taxation: how to minimize your tax burden
• Business planning: how to grow and manage your business
• Retirement planning: how to target distribution of your assets in a tax-advantaged way
• Estate planning: how to preserve your assets.