Jobot partners with a well-established wealth management firm in the Twin Cities to recruit an experienced CFP® professional. You will own meaningful client relationships and provide comprehensive financial planning beyond investments.
You will work with senior advisors to address retirement, estate, tax planning, and broader financial needs, while delivering high-quality service in a collaborative environment.
#J-18808-LjbffrCFP Wealth Planner & Client Advisor in bloomington at Unknown Company
This position is listed as full time and onsite.