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Stock Advisor Jobs in Minnesota (NOW HIRING)

Professions Inc

Financial Advisor - RIA

Minneapolis, MN · On-site

Financial Advisor Confidential RIA | Minneapolis, MN A growing independent wealth management firm ... stock options, restricted stock, and wealth transfer. * Review and help execute trades, rebalances ...

Brighton Jones

Advisor - Minneapolis

Minneapolis, MN · On-site

... stock option and restricted stock wealth transfer strategies and risk transfer/management ... Lead Advisor to define both the client strategy and the most effective form of presentation

Brighton Jones

Advisor - Minneapolis

Minneapolis, MN · On-site

... stock option and restricted stock wealth transfer strategies and risk transfer/management ... Lead Advisor to define both the client strategy and the most effective form of presentation

Brighton Jones

Advisor - Minneapolis

Minneapolis, MN · On-site

... stock option and restricted stock wealth transfer strategies and risk transfer/management ... Lead Advisor to define both the client strategy and the most effective form of presentation

Under Armour

Stock Associate, PT 5am-10am

Eagan, MN · On-site

$15.25 - $19.50/hr

As a Stock Associate, you're the engine behind our store's energy - keeping shelves stocked ... Aware of and follows Loss Prevention policies; advise management of any unusual internal or ...

Under Armour, Inc.

Stock Associate, PT 5am-10am

Eagan, MN · On-site

$15.25 - $19.50/hr

As a Stock Associate, you're the engine behind our store's energy - keeping shelves stocked ... Aware of and follows Loss Prevention policies; advise management of any unusual internal or ...

Fury Motors

Parts Advisor

Forest Lake, MN · On-site

$22 - $28/hr

Automotive Parts Advisor Fury Motors - Forest Lake, MN $22-$28 per hour Full-time Monday-Friday ... Receive, stock, label, and organize inventory * Maintain accurate inventory records and bin ...

Fury Motors

Parts Advisor

Forest Lake, MN · On-site

$22 - $28/hr

Description Automotive Parts Advisor Fury Motors - Forest Lake, MN $22-$28 per hour | Full-time | ... Receive, stock, label, and organize inventory * Maintain accurate inventory records and bin ...

U.S. Bank

Wealth Connect Advisor

Hopkins, MN · On-site

$75K - $92K/yr

The Wealth Connect Advisor provides personalized financial education and investment advice to ... stock purchase 401(k) contribution and pension (all benefits are subject to eligibility ...

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Stock Advisor information

How do you become a stock advisor?

To become a stock advisor, individuals typically need a strong understanding of financial markets, investment strategies, and analysis skills, often gained through a bachelor's degree in finance, economics, or related fields. Many employers prefer candidates with relevant certifications such as the Series 7 or Series 63 licenses, and experience in financial advising or investment management. Continuous learning and staying updated on market trends are essential for success in this role.

What does a stock advisor do?

A stock advisor analyzes financial markets and individual stocks to provide investment recommendations. They research market trends, evaluate company performance, and help clients make informed decisions, often using tools like financial models and analysis software. Strong analytical skills and industry knowledge are essential for this role.

What cities in Minnesota are hiring for Stock Advisor jobs?

Cities in Minnesota with the most Stock Advisor job openings:

Financial Advisor - RIA

Minneapolis, MN • On-site

Professions Inc
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Professions Incexternal

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

Job description

Financial Advisor

Confidential RIA | Minneapolis, MN

A growing independent wealth management firm is seeking an experienced Financial Advisor to join its Minneapolis office. This role is ideal for an advisor who enjoys comprehensive planning, client service, investment analysis, and working in a collaborative team environment.

Responsibilities

  • Serve as a key point of contact for client communications and partner with Lead Advisors to deliver timely, thoughtful responses.
  • Support client relationships through financial planning, investment analysis, portfolio reviews, and ongoing service.
  • Prepare client meeting materials, including cash flow analysis, asset allocation reviews, retirement planning, and other planning deliverables.
  • Evaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer.
  • Review and help execute trades, rebalances, wire requests, journals, and other time sensitive client requests.
  • Attend and contribute to client meetings, present planning topics, and ensure follow up items are completed.
  • Partner with internal specialists and junior team members to deliver coordinated, high quality client advice.
  • Maintain accurate client records, meeting notes, planning updates, and action items within firm systems.

Qualifications

  • 4+ years of experience in financial planning, wealth management, investment advisory, or a related field preferred.
  • Undergraduate degree required.
  • CFP, CPA, CFA, or JD strongly preferred or required.
  • Experience supporting affluent or high net worth client relationships preferred.
  • Strong Excel, communication, organization, and analytical skills.
  • Ability to manage multiple client relationships and competing priorities in a team based environment.

Ideal Candidate

The ideal candidate is planning oriented, detail focused, client centric, and comfortable working with sophisticated client relationships. This person should be proactive, collaborative, professional, and interested in growing within a high quality RIA platform.

Compensation and Benefits

The firm offers competitive base compensation, potential bonus or profit sharing, ownership or equity related opportunities, 401(k) match, health benefits, paid time off, professional development support, and long term career growth.