Jr. Financial Advisor (Financial Services)

Location: Onsite at the Northland Securities Office in Minneapolis, MN, United States

Salary: $60,000–$80,000 annually, based on experience

Company

hirify.global/Northland provides financial services focused on investment advisory, insurance, fixed income sales, and client support.

What you will do

• Support brokers with client accounts, order processing, client inquiries, and account administration.
• Schedule meetings, maintain client records, prepare reports, and process documentation.
• Coordinate client onboarding and follow-up, prepare paperwork, and arrange client review meetings.
• Support trade execution, monitor trade confirmations, and follow regulatory and internal requirements.
• Contact warm leads to develop sales and client relationship skills.
• Participate in training and stay current with financial market developments.

Requirements

• 1–2 years of experience in financial services or relevant internships.
• Strong communication, problem-solving, organizational, and attention-to-detail skills.
• Proficiency with Microsoft Office, including Excel, Outlook, Word, and PowerPoint.
• Pursuit of relevant FINRA licenses, such as Series 7 or Series 66.
• Ability to meet FINRA registration, background, credit fitness, fingerprinting, and ongoing regulatory requirements.
• Unrestricted work authorization in the United States and no future sponsorship requirement.

Nice to have

• Bachelor’s degree in finance, business, economics, or a related field.
• Previous sales support or administrative experience.
• Experience with CRM systems or financial platforms.
• CFP or ChFC designation.

Culture & Benefits

• Onsite collaborative environment with mentorship and professional growth opportunities.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions.
• Paid time off, health savings account, and dependent care benefits.
• Tuition assistance, employee banking, and short- and long-term disability insurance.