About this role
Financial Planning Advisor at Great Waters Financial, LLC. Location: Shoreview, Minnesota, United States. Role: building plans, gathering data, delivering recommendations Requirements: Bachelor's degree, Series 65 or CFP, health & life insurance license, strong analytical and communication skills, familiarity with MoneyGuide and Salesforce. Category: Finance and Accounting Seniority: Mid Level Tools: MoneyGuide, Salesforce Certifications: series 65, cfp, health and life insurance Commitment: Full Time Workplace: Onsite Languages: English