About this role
Financial Planning Associate at Stone Arch Advisory Group. Location: Edina or St. Cloud. Role: creating plans, analyzing data, hosting meetings Requirements: Entry-level role supporting financial advisors: create and modify financial plans, prepare client meetings, analyze data; requires bachelor's (or equivalent), MS Office proficiency, and ability/intent to obtain state insurance and FINRA registrations. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook Certifications: minnesota life accident & health, sie, series 7, series 63, cfp, ricp Commitment: Full Time Workplace: Onsite Languages: English