Jr. Financial Advisor

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

Salary: $60,000–$80,000 per year, based on experience

Company

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

What you will do

• Support brokers with client account management, order processing, inquiries, and general account administration.
• Schedule meetings, maintain client records, prepare reports, and process documentation.
• Coordinate client onboarding and follow-up, prepare paperwork, and schedule client review meetings.
• Assist with trade execution, monitor trade confirmations, and support regulatory compliance.
• Contact warm leads provided by brokers to develop sales and relationship-building skills.
• Participate in training and educational programs to build financial-services and market knowledge.

Requirements

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

Nice to have

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

Culture & Benefits

• Onsite environment with mentorship, collaboration, and professional growth opportunities.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions, paid time off, and health savings account options.
• Tuition assistance, employee banking, and growth opportunities.
• Short-term and long-term disability insurance.