Financial Advisor, Robert Half

Financial Advisor

Robert Half

Location:

United States, Minneapolis

Category:

Finance

Contract Type:

Employment contract

Salary:

Not provided

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Job Description:

The primary responsibility of the Financial Advisor is to enhance the quality and timeliness of services provided to clients. This includes managing client relationships independently or with guidance from more experienced advisors, formulating and implementing financial advice, and contributing to client success while growing knowledge in financial planning, taxation, and investment management.

Job Responsibility:

Execute trades on a discretionary basis through institutional platforms
Provide backup trading support as required
Initiate money movements based on client requests and trade requirements
Conduct financial reviews with clients through virtual, phone, or in-person meetings
Address client investment and market-related questions while staying aligned with internal investment philosophies and strategies
Prepare performance reports for annual client review meetings
Suggest new ideas or process improvements to enhance team operations
Learn business processes and compliance systems, providing backup support as necessary
Maintain clean trading compliance and ensure workflow documentation meets regulatory and compliance standards

Requirements:

Series 7 and 66 securities licenses and life/health insurance license
Bachelor’s degree
5-6 years of experience in the financial services industry is preferred but is not required
CFP® designation preferred but not required
Highly proficient in MS Office
experience with any financial industry software a plus
Excellent communication, organizational and interpersonal skills (integrity, humility, respect, empathy, and a healthy sense of humor)
Ability to work independently but also be a proactive contributing team member
Strong attention to detail and ability to follow through on projects effectively

Nice to have:

CFP® designation
experience with financial industry software

What we offer:

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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