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Planning-First Financial Advisor — Own Book; Hybrid​/Remote

Remote / Online - Candidates ideally in
Edina, Hennepin County, Minnesota, USA
Listing for: The Well
Full Time, Remote/Work from Home position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Planning-First Financial Advisor — Own Your Book (Hybrid/Remote)
A financial services firm in Edina, MN is seeking a financial advisor to build and manage their own book of business. The ideal candidate will have a planning-first mindset and experience in financial services, with relevant licensing. Responsibilities include delivering integrated advice across various areas such as investments, insurance, and tax, while actively engaging in business development. The firm offers strong operational support and flexibility between W2 and 1099 pay structures.
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