Job Description
Are you ready to accelerate your career in the financial sector? Summit Financial Partners is looking for a dynamic and client-focused Financial Advisor to join our Minneapolis team. We offer a competitive compensation package, a flexible remote-friendly work environment, and the opportunity to make a real impact on the lives of our clients.
Why Join Us?
We are a growing firm dedicated to helping individuals and families achieve financial freedom. We believe in investing in our team through continuous training, mentorship, and a culture that rewards performance and integrity.
Responsibilities
- Conduct comprehensive financial needs analyses to understand client goals, risk tolerance, and financial status.
- Develop, recommend, and monitor investment portfolios tailored to individual client profiles.
- Build and maintain a robust network of professional and personal relationships to generate new business.
- Present complex financial concepts in a clear, understandable manner to clients of all backgrounds.
- Ensure strict adherence to all regulatory compliance standards and internal policies.
- Collaborate with the back-office team to ensure seamless client service delivery.
- Stay abreast of industry trends, market movements, and economic shifts.
Qualifications
- Certified Financial Planner (CFP) designation preferred or willingness to obtain.
- Series 6, 7, 63, and 66 licenses (or equivalent state licenses).
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Strong interpersonal and communication skills with a focus on client service.
- Self-motivated with a proven track record of meeting or exceeding sales targets.
- Ability to work independently in a remote or hybrid setting.