Job Description
Job Description
Welcome to District 54 Insurance, where we pride ourselves on delivering exceptional financial advisory services from the heart of Minneapolis, Minnesota.
As a Licensed Wealth Advisor, you will be at the forefront, guiding our clients towards achieving their financial aspirations.
Our team is committed to creating a welcoming environment that fosters growth and success. While we dont offer remote work, we provide a vibrant office atmosphere where collaboration and innovation thrive.
In this role, you'll have the opportunity to make a significant impact on our community by offering personalized financial solutions and strategies.
If you are passionate about wealth management and committed to delivering top-notch service, join us at District 54 Insurance and be a part of a dynamic team dedicated to excellence.
We are excited to welcome you aboard!
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Disability Insurance
Retirement Plan
Parental Leave
Flexible Schedule
Evenings Off
Hands on Training
Health Insurance
Tuition Reimbursement
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Responsibilities
Financial Consultation : Offer expert financial advice, tailored to clients' individual financial situations and needs.
Portfolio Management : Analyze and manage client portfolios to ensure alignment with financial goals.
Investment Strategy : Develop and execute strategic financial plans that enhance clients' wealth.
Client Education : Educate clients on market trends, investment options, and financial planning strategies.
Relationship Building : Build and maintain strong, long-lasting relationships with clients to foster trust and satisfaction.
Regulatory Compliance : Ensure all financial activities comply with current industry regulations and standards.
Requirements
Licensing : Must possess a valid Minnesota State License for financial advising.
Education : Bachelor's degree in Finance, Economics, or related field.
Experience : Minimum 3 years of experience in financial advising or wealth management.
Communication Skills : Strong verbal and written communication abilities are essential.
Client-centric : Demonstrated commitment to providing exceptional customer service.
Analytical Abilities : Strong analytical and strategic thinking skills to offer the best advice.
Problem-Solving : Ability to assess client needs and craft personalized financial solutions.
Professionalism : High level of professionalism and integrity in all interactions.
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