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Financial Planner

DAI Wealth
Mankato, Minnesota and potential partial remote
W-2 Employee, Highly Competitive Salary + Bonus. Health and Dental Benefits + 401(k)
Closing date
Mar 4, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary

In this Role You Will
• Meet with existing clients to further deepen those relationships through annual reviews, looking to uncover ongoing financial needs and goals.
• Work with a team to determine best interest solutions to meet the investment needs and goals of our clients
• Work as part of a team to onboard new clients as we continue to grow. This includes being part of initial meetings, financial planning discussions, and establishing investment accounts.
• Provide Client Support for new and existing clients
• Become a student of financial planning to provide the best possible solutions for our clients

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