White Oaks Wealth Advisors, Inc · 11 hours ago
Financial Advisor
Minneapolis, MN
Full-time
Onsite
Mid Level
$100K/yr - $130K/yr
3+ years expWhite Oaks Wealth Advisors is a fee-only financial planning firm in Minneapolis seeking a Financial Advisor to join their collaborative team. The role involves working with clients on financial planning and investment management, focusing on delivering tailored financial solutions and building strong client relationships.
AdviceConsultingFinancial Services
Hiring Manager
Brian Luper
Responsibilities
Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning
Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client’s personal and financial goals
Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time
Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle to identify and educate clients about complex issues
Coordinate with Client Service Team
Participate in building new client relationships in collaboration with strategic partners in the community
Jump in and support others as the success of the entire firm relies on each person working together for shared goals
Qualification
Required
3 years of experience in wealth management/financial planning
CFP® designation required
Ability to work well in a team environment – we are a collaborative and collegial office
Excellent client service and relationship management skills
Attention to detail and team-player attitude
Self-starter with a commitment to excellent client service
Solicits and provides feedback with growth personality
Full time in our office in Golden Valley, Minneapolis
Preferred
Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS
Benefits
401(k) plan with employer contribution after 1 year
Firm pays for half of medical policy premiums for employee and applicable family members
Employer paid long-term disability coverage
Life insurance
Unlimited PTO plus bonus holiday week
10 paid company holidays
Paid professional dues, continuing education, conferences, and training
Charitable matching
Tuition reimbursement
Company paid cell phone and service
Maternity/paternity leave
Summer hours – office closes at 3pm on Fridays between Memorial Day and Labor Day
Internal financial planning for employees
Company
White Oaks Wealth Advisors, Inc
The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Sharon Bloodworth, CFP®
CEO
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