Title: Client Relationship Associate Status: Full TimeRelevant Work Exp: 1+ to 5 yearsEducation Level: Bachelor’s Degree, Series 7 and CFP preferred Reports to: President – Mike RogersLocation: Minnetonka, MN

Your day-to-day:

- Maintain constant and timely communication with clients per Red Carpet Service Model- Throughout the year, address all aspects of clients financial well-being during client

communications- Uncover client investment opportunities, document life changes/money in motion- Find and cultivate relationships with strategic partners to promote referrals (CPA’s, Attorneys,

Real Estate/Mortgage Agents, Insurance specialists)- Maintain database and tracking system for client appointments, networking appointments,

strategic partnerships, and referrals- Run Annual Review Reports, monte carol simulations, portfolio income reports, comparative

analysis, and other para planning activities per advisor’s requests - Work closely with service team to ensure all client requests are addressed- Collaborate with Marketing Coordinator to organize client events, prospecting events, strategic

partnership events, seminars and conferences- Act as a liaison between the advisors and their clients to ensure nothing is falling through the

cracks in the planning process

Your activity breakdown:

o Client Relationship Activity – 60%o Para planner Activities / Prospect & Network Preparation time –25%o List Building, List Maintenance, & Money in Motion Research – 10%o Office Meetings – 5%

You have:

A Bachelor’s degree. Previous professional service or sales experience. Series 7 license (preferred) CFP Designation (preferred) Extensive knowledge of Microsoft Excel, Word and Outlook with the ability to quickly learn new

software.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Financial,a registered investment advisor and separate entity from LPL Financial.

Updated as of 10/6/2016

Drive to build on your career through professional certificates and exams. Excellent written and verbal communication skills. Warm, positive attitude with all clients, prospects, and team members. Ability to multitask and adapt. Methodical organizational skills. Outstanding telephone skills. High expectations for yourself and team.

You are:

Flexible to, at times, performing tasks not outlined in your job description without hesitation. 360 Financials smaller size requires that the entire team be prepared to do a little bit of everything.

An exceptional communicator, both internally and externally. Entrepreneurial, adaptable and driven. A team player who can also work independently. Results-oriented and process driven. Social, but always knows when to prioritize listening over talking. Capable of working in a fast paced environment. Ready for change as the firm grows.

We have:

Competitive salary with bonus potential 401(k) Profit Sharing Plan Medical benefits Day off on your Birthday Catered lunches at office meetings Birthday celebrations for employees Quarterly team outings

Who We are:

360 Financial is a boutique wealth management firm dedicated to making a difference. We exist to serve and benefit all of our constituents, including our team, industry partners, representatives, and clients. We are here to help people grow, achieve their goals, and realize their potential. Our clients and employees become extended members of our 360 Financial family. We don’t just speak to our clients once a year, we see them often at client events and educational seminars, and speak to them regularly so that they know we care, and we are always available when needed. We are dedicated to making sure that our clients and employees are living a “life with purpose.” The work environment that we strive to create is an atmosphere that is valuable, beneficial and fun for each member of our team.

All interested applicant send resume to cmcmahon@360financial.net

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Financial,a registered investment advisor and separate entity from LPL Financial.

Updated as of 10/6/2016