Financial Advisor - Minnetonka, MN
OneDigital(1 month ago)
About this role
A Financial Advisor at OneDigital provides personalized financial planning, retirement planning, and investment services to help individuals and employer plan participants achieve financial security. The role supports wealth management needs and collaborates with internal teams to align clients with appropriate financial solutions. It also contributes to business development and client outreach efforts.
Required Skills
- Client Relationships
- Retirement Planning
- Financial Planning
- Wealth Management
- Sales
- Prospecting
- Presentation Skills
- Communication
- Analytical Skills
- Portfolio Management
+1 more
About OneDigital
onedigital.comAccess insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
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