Wealth Advisor - Hybrid: In-Office/Remote Client Planning

Allodium Investment Consultants

Minneapolis, MN(remote)

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Consulting, Financial Planning, Investment Services
LOCATION
Minneapolis, MN
POSTED
Today

A small employee-owned financial firm is seeking a full-time Wealth Advisor to support senior advisors and provide comprehensive financial planning and investment consulting services. The role requires a BA/BS degree in financial planning or related field, a CFP® designation, and at least 3 years of experience as a primary advisor. The firm offers competitive starting salary, bonuses, and benefits including medical, dental, and a 401K match. Located in Minneapolis with a hybrid work model.#J-18808-Ljbffr

About the Company

A

Allodium Investment Consultants