We are looking for an exceptional person that will fit into our flexible, vibrant, and fun 8-member team. RiverFront Group is a fast-growing team at Focus Financial Network (one of the largest independent financial advisory firms in the industry with over $7 billion in assets) and combines comprehensive financial planning, investment management, a client first attitude, and exceptional client communication to help our clients achieve their financial goals.
Location: Hybrid - work from home or in office as needed at our NE Minneapolis location.
The Financial Advisor has the responsibility for managing existing client relationships, either with guidance from more experienced senior financial advisors or on their own. The position will be responsible for formulating and implementing advice and will rely on team members and strategic partners for help on developing recommendations.
Duties and Responsibilities
Build long term client relationships through proactive and timely communication and a “client first” attitude.
Gains understanding of clients’ goals, time horizons, tolerance for market volatility, and anything of importance to their future.
Prepares, holds, and executes on follow up items for all client meetings. Assigns tasks to other team members on follow up items from client meetings.
Helps produce, presents, and reviews/updates financial plans designed to help clients achieve their goals.
Gain understanding of RiverFront Group investment philosophy and attend teams’ quarterly investment updates.
Series 7 and 66 securities licenses and life/health insurance license required.
Bachelor's degree required.
Financial industry experience helpful.
Highly proficient in MS Office; experience with any financial industry software a plus.
Excellent communication, organizational and interpersonal skills (integrity, humility, respect, empathy, and a healthy sense of humor).
Ability to work independently but also be a proactive contributing team member.
Strong attention to detail and ability to follow through on projects effectively.
Salary and Benefits
Salary based on experience.
Quarterly bonus based on successfully achieving certain financial advisory metrics.
Medical, dental, and vision coverage, Flexible Spending Account/Health Savings Account, 401K plan, and PTO.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.