OneDigital · 2 months ago
Financial Advisor - Minnetonka, MN
Minnetonka, MN
Full-time
Onsite
Mid Level
$75K/yr - $85K/yrOneDigital is a financial services company focused on providing employer-based benefits and personalized financial planning. The Financial Advisor will develop and maintain client relationships, deliver exceptional client experiences, and support business development efforts in wealth management and financial planning solutions.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Advise clients on all aspects of wealth management including: asset allocation, Financial management and wealth planning
Serve as a resource for clients with complex wealth management needs and financial planning solutions
Exhibit technical knowledge and competency in Financial management, retirement, and conduct retirement plan participant education meetings; meet with individual participants; build relationships with participants and key employees
Explain the value proposition of wealth management services to retirement plan participants. Qualify potential business leads. Close qualified business
Develop leads through working with existing plan clients, educational efforts, networking and client referrals. Convert leads to wealth management clients. Meet annual sales goals by advancing prospects through the opportunity pipeline to close business
Work closely with the Portfolio Management Team to understand the Financial philosophy and ensure that clients are provided with the best Financial solutions
Meet with clients regularly to ensure Financials align with their goals, risk tolerance and personal situation
Work in conjunction with the service team on day to day service including Financial review meetings and financial planning
Support business development efforts of the Vice President which may include events, campaigns, prospect meetings and proposals
Assist the retirement plan group with putting together Financial scorecard meeting materials and other due diligence efforts
Qualification
Required
Strong analytical, communication and interpersonal skills
Entrepreneurial spirit coupled with an ability to thrive in a team-based and collaborative environment
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Self-motivated with a commitment to excellence and a high level of integrity
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
Founded in 2000
1001-5000 employees
H1B Sponsorship
OneDigital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase