Financial Advisor Careers

Now Hiring

Minneapolis, MN metro and Silicon Valley offices
To apply, please send your resume and cover letter to johnunderwood@landmarkwealth.net

 Position Summary: Financial Advisor 

Description:

Landmark Wealth Management is a leading wealth advisory firm with offices in MN, WI and CA. We are seeking a qualified financial advisor to join our team.

The financial advisor provides a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to carefully guided decision-making for portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially responsible investing, asset purchases, and sales. As a member of our advisory team, the financial advisor will work with like-minded professionals and continually focus on sharpening the skills and knowledge that put us at the top of our industry.

 Objectives of this role:

• Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth
• Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements
• Monitor market performance to develop and deliver sound investment advice and strategies
• Execute accurate reporting that enables sound analysis and financial recommendations
• Comply with national and local financial regulations by studying existing and proposed legislation
• Continue professional development with classes, workshops, webinars, publications, networks, and associations in order to remain up to date with the fundamentals of financial planning, risk management, and investment management

Responsibilities:

• Utilize the firm’s client-centered wealth management philosophy to guide advisory services for individual clients  
• Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
• Analyze market performance, investments, and client data to develop strategies for meeting financial goals
• Collaborate with other tax, legal, and insurance professionals to develop a client’s entire financial roadmap and ensure progress in achieving goals
• Review client accounts regularly to determine if adjustments are needed because of personal or financial changes
• Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly

Required skills and qualifications:

• Current certificate of qualifications FINRA series 66 and applicable state insurance licenses.
• One or two years of professional experience in finance or accounting
• Knowledge of the securities, insurance, and mutual fund industries
• Personal integrity and an ability to maintain the confidentiality of company and client information

Preferred skills and qualifications:

• Bachelor’s degree (or equivalent) in finance or related field
• FINRA Series 66 licensure, CFP or progress towards completion
• Experience with financial planning software