Financial Planning Associate - Saint Cloud, MN
Compensation
$45k – $60k /yr
Employment type
Full-time
Work setting
On-site
Location
Saint Cloud, MN
Schedule
Day shift
Posted
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Job overview
The Financial Planning Associate is a hybrid role based in Saint Cloud, MN. Compensation is $45,000 - $60,000 per year, and this position supports the financial planning team at Stone Arch Advisory Group. This role exists to provide technical and client planning support to financial advisors. The associate will gather data, run analyses, and prepare recommendations to help clients achieve their financial goals.
What you'll do
- Creates and monitors financial plans.
- Develops personal recommendations.
- Prepares for client meetings.
- Supports advisors with case prep.
- Pursues financial credentials.
What we're looking for
- Skills & competencies
- full-timefinancial planningsaint cloud mnfinanceadvisor supporthybridentry-level$45k-$60k/year
- Work arrangement
- Weekend coverage required
Benefits & perks
- Base salary plus quarterly bonus, 20+ days PTO, 401(k) match, reimbursement for licenses and education.
Why this role
Exceptional team of experienced CFP professionals who invest in development.
About the employer
Stone Arch Advisory Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 2c6e9980-e2f5-4c81-9605-4efc14662d29