Financial Planning Advisor
Great Waters Financial, LLC is hiring for Financial Planning Advisor in Shoreview, MN. Mid level. First seen October 24, 2026; open as of November 7, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Great Waters Financial, LLC
- Where
- Shoreview, MN
- Level
- Mid
- First seen
- October 24, 2026
- Listed via
- Paylocity
What the posting says
This role is responsible for gathering client data, building customized financial plans, and delivering recommendations that align with each client’s individual risk tolerance and defined goals. The Planning Advisor helps clients achieve their investment objectives while maintaining a deep understanding of each client’s financial situation, risk profile, and tax exposure. With strong analytical skills and a passion for the financial world, the Planning Advisor plays an essential role in supporting both our clients and our advising team. Responsibilities Financial Plan Development: - Build…
Read more and apply on Great Waters Financial, LLC's site
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