FINANCIAL ADVISOR WITH GUARDIAN WEALTH STRATEGIES

As a Financial Advisor with Guardian Wealth Strategies, you will help design and present financial plans to prospective clients who are eager to better understand and improve their financial outcomes. You will work directly with high-net-worth clients and support other financial professionals by providing fiduciary advice and planning.

You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

RESPONSIBILITIES

• Provide comprehensive financial plans for high-net-worth clients, considering investments, taxes, insurance, estate plan and charitable goals
• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base
• Support team of financial professionals, functioning as a co-advisor to their clients
• Work collaboratively with planning team to deliver a seamless client experience

IDEAL CHARACTERISTICS

• Motivated by helping others succeed
• A natural ability to coach, teach and guide with strong interpersonal skills
• Independent and goal-oriented
• Passionate about living a life of generosity by serving others

QUALIFICATIONS

• Previous experience working directly with clients as a Financial Advisor
• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills
• FINRA Series 65 (or equivalent)
• Insurance license: life, health, and variable contracts (optional)

ABOUT GUARDIAN WEALTH STRATEGIES:

Experience a more fulfilling career with Guardian Wealth Strategies.

Guardian Wealth Strategies is an independent, fee-based Registered Investment Advisor (RIA) based in Minneapolis, MN. We directly serve both high-net-worth investors and provide back-end investments and support to industry professionals whose clients need better planning and outcomes in their investments, taxes, estate plan and insurance.

EQUAL EMPLOYEMENT OPPORTUNITY (EEO)

Guardian Wealth Strategies is committed to providing an equal employment opportunity (EEO) to all employees and applicants for employment and prohibits discrimination and harassment. We hire the best person for the job – regardless of race, color, sex, age, national origin, disability status, protected veteran status, etc.

We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.

Good team members have strong interpersonal skills, grit, motivation, are self-starters and love serving others.

Fiduciary | Financial Advisor | Financial Planner | Wealth Management

Job Type: Full-time

Pay: $80,000.00 - $180,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Retirement plan

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Minneapolis, MN: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Experience:

• Financial planning: 2 years (Required)

Work Location: One location

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