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Financial Planner

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

View more

Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Required
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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 : HumanResources@porticobenefits.org

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

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