Job description

Income Range: $38k – 54k, depending on skills and experience.

This is an onsite position.

Company Profile

We believe that at each person’s core there is a desire for value and respect; a deep desire to be known, understood, and accepted. That’s why relationship and connection are so important. People need someone they can trust to help navigate our complex world, especially in finances. To be the most trusted financial advisor group, we build relationships & trust with our clients using competence, wisdom, and excellence in both service and communication.

Our team has incredible talent, knowledge, and experience and we desire to share that with others and to lift them up however we can. We want the client experience to be memorable and referable. To achieve this, we are relentlessly transparent by communicating directly and honestly with clients and each other, even when it’s difficult to do so.

Time is a valuable asset; therefore, we encourage bold two-way communication internallyto build a culture of leadership, innovation, integrity, and generosity. By doing this, we honor one another and address the core desires embedded in all of us.

We all share a common vision; to be your most trusted team of advisors; Inspiring you to clarify your values and goals so that together, we can make strategically meaningful decisions to impact your life and the world.

The Employee Profile

We strive to hire, lead, and encourage people who are engaged and who provide great service with integrity; powerful people who align with company vision, values, mission, and strategy so that collaboration, innovation and celebration are in abundance.

The Operations Specialist will support the Paraplanner(s) and our Financial Advisors. Duties may be modified over time to meet the needs of the practice. The list below covers general expectations as you progress in the role (please note that software training is provided on-site):

80% of time

• Resolve client service needs
• Advisor licensing updates
• Assist with client billing & fulfillment
• Review/upgrade internal operations systems
• Light office management administration
• Meeting preparations administration
• Meeting follow up administration
• Appointment Scheduling/Rescheduling

15% of time

• Event planning and execution
• Website and Marketing content creation and oversight
• Marketing tracking and administration

5% of time

• Prepare charts, graphs, & product illustrations/applications
• Daily and quarterly investment trading assisting lead paraplanner
• Investment discovery and analysis

What You Need

• This position requires someone who is highly organized and systems oriented – Highly organized TYPE A personalities are the best fit.
• Strong ethics and clean background check
• Bachelor’s Degree required
• Drive for professional growth and continuing education
• Licensing (series 7, 66, and life/health certification) –or must be willing to become licensed within 6 months of hire -- we cover the costs upon successful passing.
• Excellent phone and personal communication skills

We offer a base income, bonus opportunity, referral bonus opportunity, certification bonuses, 401(k)/Simple with company matching contributions, Paid-time-off, and fun team and client events.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

Job Type: Full-time

Pay: $38,000.00 - $54,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Minneapolis, MN 55431: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Series 7 or other finance related certifications? (Preferred)

Work Location: In person

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