Wealth Planning Advisor for Client Relationships (CFP)

Posted yesterday

jobotBloomington (MN)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Jobot is seeking an experienced Service Advisor to nurture lasting client relationships in a collaborative wealth management setting. You will deliver holistic financial planning, advise on retirement, tax, and estate considerations, and partner with senior advisors to provide proactive service. Ideal candidates have 5+ years in wealth management, CFP designation, and strong communication in a hybrid environment. The role offers a competitive salary and benefits package with growth opportunities. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.