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Financial Consultant Financial Advisor

Wealth Planner | Tax-Smart Strategy & Long-Term Clients

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Innovative Planning Group
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial planning firm is seeking a Wealth Planner in Minneapolis. In this full-time, on-site role, you will develop and support financial plans, collaborate with advisors, and prepare personal tax returns. Ideal candidates will have strong financial planning expertise, exceptional communication skills, and a Bachelor's degree in Accounting and Finance or willingness to obtain required certifications. This role emphasizes building long-term client relationships and delivering tailored financial strategies.
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