Financial Advisor/Wealth Management - Entry Level
The Global Institute for Health and Human Rights · Keenan, MN · 1 wk ago
FinanceFull-time
Recruitment began on May 19, 2026 and the job listing expires on September 2, 2026.
About the role
- Identifies and sets appointments with potential clients
- Works closely with a mentor to meet with clients and assess their financial needs
- Designs, develops, and implements a marketing plan
- Develops a customized financial plan to address each client’s outlined goals
- Maintains strong relationships with clients, helping them achieve their goals
- Provides ongoing consultation and support
Highlights
- One-on-one training from seasoned leaders in the financial planning industry
- A comprehensive training program that includes financial planning, marketing techniques, asset management, and client service
- Uncapped earning potential
- Numerous career path options, including financial advisor, CFP, CPA, and management opportunities
Requirements
- Bachelor’s degree (preferably in business or an industry-related field)
- Ability to obtain licenses
- U.S. Citizen or Permanent Resident
- Entrepreneurial spirit
- Motivation for success
- Eager to learn