Financial Planning Associate
Job in
Mankato, Blue Earth County, Minnesota, 56006, USA
Listing for:
Twin City Staffing
Full Time
position
Listed on 2025-04-23
Job specializations:
-
Finance & Banking
Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly
USD
60000.00
75000.00
YEAR
Job Description & How to Apply Below
Are you ready to start a rewarding career in financial planning? We're looking for a driven and detail-oriented individual to join our team as a financial planning associate. This is a developmental role that will provide the tools and training needed to build a successful career in wealth management. If you're passionate about helping others achieve their financial goals, we want to hear from you!
Location: Mankato, MN
Wage: $60,000 - 75,000 per year, Depending on experience
Hours: Monday - Thursday, 8:00 am - 4:30 pm;
Friday, 8:00 am - 3:30 pm
Benefits of the financial planning associate:
Competitive salary with performance-based bonuses401(k) with employer matchStudy support for licensing (Series 7, Series 66, and Life/Health Insurance)Paid time offDirect Hire!Duties of the financial planning associate:
Prepare and process client paperwork, maintain accurate records, and ensure procedural compliance.Assist with administrative tasks, client communication, and event participation.Analyze clients' financial needs and create tailored plans to meet their goals.Recommend and manage investment portfolios.Provide guidance on retirement planning, tax strategies, and risk management.Educate clients on financial products and monitor plans to align with changing goals.Requirements of the financial planning associate:
Bachelor's degree preferred but not required.Strong attention to detail, confidentiality, and organizational skills.Excellent communication and interpersonal abilities.Proficiency with computer systems and financial tools.Additional information:
Apply today! To learn more about this financial planning associate position, contact Rayna at .
EOE:
Twin City Staffing is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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Position Requirements
10+ Years
work experience
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