Financial Advisor | Minneapolis, MN

BCI - Brokerage Consultants Inc.
Minneapolis, MN
Category Accounting
Job Description
A large, independent RIA seeking a Financial Advisor for its Minneapolis, MN office. The ideal candidate will have a portable book of business and a strong background in tax planning and/or tax preparation. The firm offers a competitive compensation package.

Requirements

  • Minimum portable book of business of $25M+
  • Series 7 and Series 66 (or Series 63/65) required
  • Strong background in tax planning and/or tax preparation preferred
  • CPA or EA designation preferred
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