Financial Adviser

Employer
Guncheon Financial LLC
Location
Plymouth, Minnesota
Salary
Income based on generous AUM-based fee schedule.
Closing date
Feb 23, 2023

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
You need to sign in or create an account to save a job.

Job Details

Is this you?

You want the freedom to serve your clients the right way. You want to own your own book. You want to run your practice as your own small business with the support you need to do it well. Work from home or an office?  Your choice. We currently have no office, but need to be in Twin Cities area. If that's you, then let's talk.  I am looking for a CFP who’s ready to break into independence and perhaps take over my firm in the next 3-5 years.

Who we are

  • Fee-based, independent RIA based in the western suburbs of Minneapolis.
  • Three reps: I'm in Mpls., one rep is in Wisconsin, and the third is in Iowa.  They are independent contractors for whom I provide compliance, model portfolios, and casework consultations. They work under their own brand.
  • Currently $50 million AUM. In talks with two firms (one smaller, another quite big) on the west coast to join my firm. 
  • We offer a generous fee-based comp grid.

What you'll do

  • Develop and maintain trusted client relationships through regular client meetings and clear communication.
  • Develop, implement, monitor, and manage comprehensive financial plans and/or investment strategies to assist clients in achieving their goals.
  • Provide unbiased financial advice based on a clear understanding of your fiduciary responsibility to place your clients’ interests ahead of your own.

Intangibles needed

Culture is very important.  The right person values relationships, not transactions; client success, not accumulation; work/life balance, not conspicuous consumption. Possible succession opportunity in 3-5 years for the right match.

What I’m looking for

  • CFP with 5-plus years’ experience and a portable book of business who wants to grow their business in the independent world
  • Affinity for ESG and financial/retirement/investment planning for women, especially widows and divorcees
  • Creative and empathetic problem-solver
  • Familiarity with MoneyGuidePro, YCharts, Morningstar is preferable
  • Team-friendly but able to work independently as well
  • Client-centric, service-oriented.

Sound like you?  If interested, send a confidential email with your résumé to kelly@guncheonfinancial.com along with an explanation of your interest.  All queries will be held in the strictest confidence.

 

Company

I'm currently a one-adviser RIA looking to find an adviser to discuss succession within the next 10 years. I am a fee-based CFP with 10 years experience in the industry, $10 million AUM (including 8 small 401k plans), and previously a successful 20-year career in entrepreneurial organizational management. I specialize in ESG (environmental, sustainable, and governance) investments and financial planning/investment management for women. I'm only interested in advisers who are passionate about ESG, are tired of the corporate game, and want to serve clients as they should be treated, not sell to them.
Find Us
Telephone
9524494467
Location
1660 Highway 100 South, Suite 500
St. Louis Park
MN
55416
US

Apply for Financial Adviser

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Click here to find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar jobs