1847Financial · 2 days ago

Independent Financial Advisor

Minneapolis, MN

Full-time

Remote

Entry Level

$80K/yr - $150K/yr

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Financial Services

Hiring Manager

Kristy Hillukka

Insider Connection @1847Financial

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Responsibilities

Financial planning

Retirement planning

Investment strategies

Financial advisory services

Overall finance management on a day-to-day basis

Qualification

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Series 6/7Series 63/65/66L&HFinancial PlanningInvestment StrategiesFinancial AdvisoryFinance ExpertiseClient Relationship ManagementRelevant CertificationsInterpersonal Abilities

Required

Series 6/7

Series 63/65/66

L&H

Financial Planning and Retirement Planning skills

Expertise in Finance and Investments

Financial Advisory knowledge

Strong analytical and problem-solving skills

Excellent communication and interpersonal abilities

Client relationship management skills

Ability to work independently and remotely

Preferred

Relevant certifications (CFP, CFA, etc.) are a plus

Company

1847Financial

The 1847Financial Difference We stand out as a top choice for financial professionals who value independence in choosing their business model, practice structure, branding and products – but also desire support and collaboration with other financial professionals, field leadership, and industry leaders through our national support model at 1847Financial.

Founded in 1847