RIA Recruiting

Associate Financial Planner

Edina, MN

Sponsorship not specified$80k-$90kDetected 34 days ago

SalesforceTaxProcess ImprovementResearchLeadershipCommunicationCollaborationProblem SolvingOrganizational Skills

About the role

Flourish is seeking an Associate Financial Planner to join our team.
This role is ideal for someone who is technically curious, highly organized, client-focused, and energized by the opportunity to learn.

This is a growth-oriented role designed for someone who wants to build a long-term career in comprehensive financial planning and eventually grow into a Wealth Manager role.
Help Flourish continue to streamline workflows,improve how we use technology, responsible AI adoption, and business systems to support the client experience.
Participate in client meetings alongside Wealth Managers while developing the skills to eventually lead portions of client meetings.
Collaborate with outside professionals, including CPAs, attorneys, and insurance professionals.
Participate in networking, professional association, community, and social media activities to build relationships, represent the Flourish brand, and support client service and firm growth.
As fiduciaries, we are committed to putting our clients' best interests first and building long-term, caring, and trusted relationships.
At Flourish, we believe the future of financial planning will require both strong technical planning skills and the ability to build deep, meaningful client relationships.

If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm and complete assessments designed to help determine role fit and long-term alignment.
Approximately 2 years of experience in financial planning, wealth management or a related financial services role.

Additional incentive bonus compensation based on salary and conditioned on firm revenue and individual goals

We are also committed to building a team culture rooted in continuous learning, personal development, collaboration, innovation, and excellence.
Compensation & Benefits

Bring Passion and Excellence in Everything We Do, Make a Difference, Grow and Share Our Experience and Insights, Take Initiative and Be Resourceful, and Appreciate & Celebrate at Flourish Wealth Management's Core Values.
The Process Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position).
Flourish Wealth Management is an equal opportunity employer.

This listing is sourced directly from RIA Recruiting's careers page and normalized into a canonical job model.