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Financial Planner

Portico Benefit Services
Minneapolis, Minnesota
Salary commensurate with experience
Closing date
Feb 18, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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Be prepared to make a positive difference in the world with community-based retirement, health, and related benefits that support financial, emotional, and physical well-being.

  • Bachelor’s degree, preferably in economics, finance, accounting or other related field.
  • 3-5 years financial planning (or financial services) experience 
  • Solid understanding of comprehensive personal financial planning concepts such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning, and income taxation.
  • Strong analytical skills and a desire to work with people
  • Detail orientation
  • Excellent interpersonal, written, and verbal communications skills
  • Strong aptitude for customer service
  • Impeccable ability to maintain confidentiality
  • Proficient computer skills, especially Microsoft Office applications
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Well-developed problem-solving skills

Email us to apply :

Include the name of the position, your cover letter, and your resume.

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