Senior Planning Specialist - Hybrid Financial Advisory; CFP
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2025-12-02
Listing for:
Signal Advisors Inc.
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Job Description & How to Apply Below
A financial services firm in Minneapolis is looking for a Senior Planning Specialist to provide comprehensive support to financial advisors. The role requires a Certified Financial Planner (CFP) credential, and candidates should possess 1-2 years of experience in financial planning. Key responsibilities include guiding advisors through the underwriting process, answering product-related inquiries, and delivering tailored client solutions. This full-time position offers competitive benefits and a flexible work environment.
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Position Requirements
10+ Years
work experience
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