Associate Financial Advisor

White Oaks Wealth Advisors

White Oaks Wealth Advisors is a dynamic and growing independent, fee-only wealth management firm based in Minneapolis, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning. The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. We are one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida. Not only are we required, as fiduciaries, to put our clients first we care for our clients like family.

Salary and benefits

• Salary range for this position will be $100K-130K
• This position has immediate room for mentoring and growth, and there will be a possibility for firm equity for the right person down the road
• 401(k) plan with employer contribution after 1 year
• Firm pays for half of medical policy premiums for employee and applicable family members
• Employer paid long-term disability coverage
• Life insurance
• Unlimited PTO plus bonus holiday week
• 10 paid company holidays
• Paid professional dues, continuing education, conferences, and training
• Charitable matching
• Tuition reimbursement
• Company paid cell phone and service
• Maternity / paternity leave
• Summer hours office closes at 3pm on Fridays between Memorial Day and Labor Day
• Internal financial planning for employees

Responsibilities

Qualifications

Core Values

The Process

Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

We are an equal opportunity employer.