Experienced Financial Advisor MPPL Financial Duluth, MN Job Details Full-time $125,000 - $200,000 a year 1 day ago Benefits Dependent care reimbursement Health insurance Dental insurance 401(k) Flexible spending account Financial planning services Paid time off Parental leave 401(k) matching Employee discount Professional development assistance Flexible schedule Life insurance Referral program Qualifications Teamwork CFP Business development Financial services Full Job Description A Unique, Team Approach to Financial Advising MPPL Financial is looking to grow our team with an experienced financial advisor who has great communication skills, a self-starter mindset, and a passion for helping others achieve their personal definition of success. We provide a collegial, supportive environment and a purposeful team approach to financial planning and wealth management — independent advisors bringing different strengths to the table, treating each client and situation with unique care, and offering a clearly defined path to becoming an owner of the firm. The Opportunity Financial Advisors independently manage complex client relationships and focus on growing the firm through client retention, referrals and self-directed business development. You will have the opportunity to define and achieve your own destiny as you help make a lasting, positive impact in the lives of your clients — with a clearly defined path to firm ownership. Primary Responsibilities and Expectations Independently manage client relationships, lead client meetings, deliver performance reports and financial plans; maintain ongoing contact with assigned clients to document and communicate relevant changes and issues. Drive new revenue to the firm through client referrals and business development. Maintain a full understanding of MPPL's financial planning and investment management processes, as well as the firm's products and services. Perform advanced case design, modeling, and scenario building, along with advanced plan presentation and development — coordinating tax, estate, insurance, and retirement planning strategies, including collaboration with clients' outside CPAs and attorneys as needed. Provide final review of proposals and applications prepared by assistants, support advisors, or planning associates. Uphold fiduciary standards and adhere to firm compliance policies, recordkeeping, and regulatory requirements in all client interactions. Participate in firm meetings, national/regional industry conferences (e.g., FPA® Conference), and events as needed. Serve on advisory boards as a subject matter expert in your area of expertise. Stay current on industry trends, tax law changes, and planning techniques through ongoing education. Compensation $120,000 to $200,000+, depending on experience, plus bonus program. Education, Experience, and Licenses/Designations Bachelor's degree or equivalent experience; preferred in finance, accounting, business, or economics. 8-10+ years of financial advisor experience. Certified Financial Planner® (CFP) certification.

Job Type:

Full-time Pay:

$125,000.00 - $200,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Dependent care reimbursement Employee discount Financial planning services Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Parental leave Professional development assistance Referral program

Work Location:

In person