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Job Title: Mastermind Wealth Strategist
Location: Minneapolis, MN
Are you ready to unleash your financial wizardry and join the ranks of the elite as a Mastermind Wealth Strategist in the bustling metropolis of Minneapolis, MN?
Responsibilities:
Engage in riveting financial assessments and goal-setting sessions with our illustrious clientele, unraveling their deepest desires, risk appetites, and investment dreams.
Craft bespoke Wealth Management strategies and handcrafted investment portfolios that transcend the ordinary, tailored with precision to each client's unique circumstances and aspirations.
Elevate the art of financial alchemy, guiding our esteemed clients through the labyrinth of investment planning, retirement strategies, tax optimization, and risk management with unparalleled finesse.
Become the guardian angel of financial destiny, vigilantly monitoring client portfolios, fine-tuning asset allocations, and ensuring synchronization with market trends and client objectives.
Forge unbreakable bonds with our discerning clientele through proactive outreach, personalized service delivery, and a relentless commitment to exceeding expectations at every turn.
Harmonize seamlessly with our esteemed cadre of portfolio sorcerers, financial enchanters, and client service sages, conjuring holistic Wealth Management solutions that transport the client experience to unprecedented heights.
Requirements:
Possess the heart of a financial prodigy, with a Bachelor's degree in Finance, Business, Economics, or a related field; Master's degree and/or Certified Financial Planner (CFP) designation preferred.
Command an arsenal of licenses and certifications, including the illustrious Series 7 and Series 66 (or Series 63 and Series 65), with additional accolades such as CFA, CPA, or ChFC illuminating your path to greatness.
Boast a glittering track record of success as a Financial Oracle or Wealth Wizard, specializing in the upper echelons of high-net-worth clientele, within the hallowed halls of prestigious Wealth Management Firms or financial fortresses.
Possess an encyclopedic knowledge of investment sorcery, financial alchemy, and Wealth Management wizardry, with a gift for translating arcane financial incantations into a symphony of understanding.
Master the tools of the trade, with proficiency in financial planning software such as the legendary eMoney Advisor or Morningstar, portfolio management spells like Envestnet, and CRM enchantments like Salesforce, elevating your craft to a realm of unparalleled precision and power.
#1502
AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Company DescriptionLocation: Minneapolis, MN
Are you ready to unleash your financial wizardry and join the ranks of the elite as a Mastermind Wealth Strategist in the bustling metropolis of Minneapolis, MN?
Responsibilities:
Engage in riveting financial assessments and goal-setting sessions with our illustrious clientele, unraveling their deepest desires, risk appetites, and investment dreams.
Craft bespoke Wealth Management strategies and handcrafted investment portfolios that transcend the ordinary, tailored with precision to each client's unique circumstances and aspirations.
Elevate the art of financial alchemy, guiding our esteemed clients through the labyrinth of investment planning, retirement strategies, tax optimization, and risk management with unparalleled finesse.
Become the guardian angel of financial destiny, vigilantly monitoring client portfolios, fine-tuning asset allocations, and ensuring synchronization with market trends and client objectives.
Forge unbreakable bonds with our discerning clientele through proactive outreach, personalized service delivery, and a relentless commitment to exceeding expectations at every turn.
Harmonize seamlessly with our esteemed cadre of portfolio sorcerers, financial enchanters, and client service sages, conjuring holistic Wealth Management solutions that transport the client experience to unprecedented heights.
Requirements:
Possess the heart of a financial prodigy, with a Bachelor's degree in Finance, Business, Economics, or a related field; Master's degree and/or Certified Financial Planner (CFP) designation preferred.
Command an arsenal of licenses and certifications, including the illustrious Series 7 and Series 66 (or Series 63 and Series 65), with additional accolades such as CFA, CPA, or ChFC illuminating your path to greatness.
Boast a glittering track record of success as a Financial Oracle or Wealth Wizard, specializing in the upper echelons of high-net-worth clientele, within the hallowed halls of prestigious Wealth Management Firms or financial fortresses.
Possess an encyclopedic knowledge of investment sorcery, financial alchemy, and Wealth Management wizardry, with a gift for translating arcane financial incantations into a symphony of understanding.
Master the tools of the trade, with proficiency in financial planning software such as the legendary eMoney Advisor or Morningstar, portfolio management spells like Envestnet, and CRM enchantments like Salesforce, elevating your craft to a realm of unparalleled precision and power.
#1502
AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.
