ProActivate

Financial Advisor

ProActivate - Minneapolis, MN

This is a Direct Hire Position.

 

The compensation is a BASE SALARY plus bonuses based on business development and firm performance.

 

If you want to be a part of a team that values comprehensive financial planning, long-term relationships, services clients beyond their expectations, and values each team member, keep reading.


This small firm (currently 11 employees) is dedicated to earning the trust and business of clients over the long-term. They work hard individually and as a team

The Company’s focus is on financial planning and wealth management, not on specific products. The objective is to develop and build deep and strong relationships with clients.

 

As a financial advisor, you will develop and cultivate long-term relationships with prospective and existing clients by providing the best possible financial planning strategies and outstanding service. This is achieved by obtaining and carefully analyzing all relevant information in order to provide comprehensive and individualized financial planning to our clients.

 

This role will be a Financial Advisor that is also a strong prospector/hunter who can find new business

 

Ideal Candidate Requirements

  • Prior experience as a Financial Advisor
  • Existing client base in the Twin Cities
  • Consultative and comprehensive approach to financial planning
  • Strong belief in the comprehensive planning approach
  • Strong drive and initiative
  • Independent, self-starter who is also a strong team player
  • Honest and respectful with high integrity in all situations
  • A mindset focused on continual personal and professional improvement
  • Someone who desires to have equity in the firm and demonstrates the characteristics and work ethic of a stakeholder in the company
  • Relationship builder both internally and externally
  • Strong written and verbal communication skills
  • Willing to go above and beyond to do what is right for the client and the Company

 

 



Posted On: Friday, September 13, 2019



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