Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Updated September 2021
Required Education and Experience
- Bachelor’s degree
- Minimum five-years of experience in the financial services field
- Certified Financial Planner (CFP®)
Other qualifications and designations that fit well into our firm include ChFC®, AIF® and CFA. We value a demonstrated commitment to education in our industry.
What You’re Like
We are seeking to fill this role with an individual that possesses specific characteristics to blend into our firm and integrate with our team and clients. So, if you have critical thinking skills, strong attention to detail, strategic and analytical attributes, an inquisitive mind that feeds your desire to learn and you like to laugh, then you will like working at our firm!
Our Wealth Management Team focuses on developing long-term relationships with our clients. Successful financial planning does not belong in a “one-size-fits-all” package. Every individual is unique, and financial plans and portfolios are equally unique. We start the journey by taking the time to listen and to understand each of our clients’ goals and desires on a personal level. We carefully chart a course toward a goal for financial success, carefully considering and mitigating risk.
- Meet with clients on a regular basis to conduct financial reviews and provide advice.
- Create customized financial plans and detailed and creative solutions for our private wealth clients.
- Keep pace with our clients’ evolving needs and expectations by staying current with the changing marketplace.
What We’re Like
Stiles Financial Services has grown over the years one client at a time, and we have selectively added team members with defined skills, knowledge, and experience to participate in the continued growth and provide the synergy required to support our clients, our deliverables and service model.
We have great relationships with our clients evidenced by our long-term retention. We attract successful and intelligent clientele who will intellectually challenge you. If this kind of environment makes you thrive, then you should reach out. We work hard and think hard as a team and are detailed listeners. The result is creative and customized plans and solutions. We attract clients that are looking for an independent fee-based environment that offers a comprehensive and holistic foundation that eliminates layers of fees because we do not outsource our portfolio management, financial plans, or risk management. We are positioned to be a “one stop shop”.
We have created a comfortable, engaging, and energetic work environment that has resulted in the ability to create and package personalized deliverables in a team-work oriented culture that puts the client first.
We support and encourage our employees to further their knowledge and education to be at the forefront of our industry. We embrace the utilization of technology to increase efficiencies, enhance reporting and support daily procedures and systems. Our firm is a fast-moving and entrepreneurial setting that cultivates self-starters and analytical thinking skills with a “get it done” attitude in an ethical manner.
We are an EEOC employer. We prefer working from our office in Edina versus remotely. Compensation is commensurate with experience and whether a book of clients follows you and your ability to attract and close new business. The benefits package is customized to the employee needs.
Location: Edina, Minnesota
Minimum Education: Bachelor’s Degree
Job Role: Financial Advisor
Employment Type: Full Time
To Apply: Email your resume and cover letter to Kaylin@StilesFinancial.com.
Questions? Call 952-988-0452 or email Kaylin@StilesFinancial.com.
Not everything that counts can be counted, and not everything that can be counted counts.
-Sign hanging in albert Einstein’s office at Princeton