JNBA Careers
From individuals to advisory teams – Join us!
Are you a financial professional or member of an advisory team interested in joining a leading financial advisory firm? At JNBA, we are always looking for people who share our values and are driven to put clients first through advice driven by advocacy.®
Join Our Team
Interested in working at JNBA?
We are seeking like-minded people to grow with us! As an independent fee-only fiduciary firm, for more than 45 years our multi-generational team has been putting clients’ interests first. We do not settle for mediocrity in how we help guide people through life’s most important decisions, or how we help our team members grow as professionals. If you are passionate about helping individuals and families and want to be a part of an industry-leading firm, we welcome the opportunity to talk or meet for a cup of coffee.
Current Openings
Advisor, Minneapolis, Duluth, or Bonita Springs
We understand that building meaningful relationships with individuals and families so you can provide tailored advice to their needs, values, and goals is the reason you chose to be a financial advisor. Our multi-generational team is seeking to find fellow advisors that share this passion and have a track record in helping wealth management clients achieve their financial life planning goals. This role is responsible for managing client relationships and developing new relationships that would benefit from an advice driven by advocacy® approach. This team member is expected to collaborate with other advisors and client service team members on relationships and is responsible for formulating and implementing personal wealth management advice. A Certified Financial Planner™ accreditation is required.
Office Experience Manager, Minneapolis
Do you love interacting with others and creating a warm, welcoming environment? As the first point of contact for all JNBA guests, this team member plays a critical role in shaping the firm’s first impression. The Office Experience Manager is an experienced professional who maintains strict confidentiality and consistently delivers a positive guest experience.
As a JNBA brand ambassador and experience champion, this role maintains a meticulous office environment and enjoys coordinating internal events—including team lunches and gatherings for team members and their guests.
Financial Planning Specialist, Minneapolis
Are you energized by deep planning analysis and the craft of building high‑quality financial plans? Join our multi‑generational team in a hands‑on role where you’ll work directly in planning software, analyze complex client data, and develop strategies that support long‑term financial life planning goals. As a core member of JNBA’s Financial Planning Committee, you’ll help ensure accuracy and consistency across the firm’s planning processes and advice while shaping the planning frameworks upon which our advisory teams rely.
Client Account Specialist (CAS), Minneapolis
Do you love supporting clients and excel at managing details with exceptional accuracy? Join our team as a Client Account Specialist (CAS), where you’ll play a key role on a client’s advisory team. In this role, you’ll handle client requests, resolve questions, and help ensure that account and personal information is precisely maintained—both within the firm and with our custodial partners. If you thrive in a fast‑paced, service‑driven environment, this is an opportunity to make a meaningful impact on the client experience every day.
Trading & Investment Research Analyst, Minneapolis
Are you passionate about the markets and enjoy managing the impactful details of implementing clients’ investment strategies? This Investment Committee team member is accountable for conducting portfolio administration and participating in the firm’s trading and rebalancing process. This position will assist other investment professionals and the JNBA Investment Committee in many aspects of the firm’s investment activities including the investment research function. Investment Advisor Representative credentials required.
Advisor Associate, Minneapolis
Our multi-generational team is seeking to find team members that are passionate about helping wealth management clients achieve their financial life planning goals and must be solution-focused and forward-thinking. This collaborative role is responsible for providing technical and client relationship management support to advisory team members and has frequent direct communication with clients. If you have 3+ years of personal wealth management industry experience and a Certified Financial Planner™ designation or are actively working to obtain this designation, reach out today.
RIA ACQUISITION
Because successful employees create successful businesses.
As a leader in your field, you understand the importance of having a qualified, motivated team supporting your efforts. After all, great team members are a company’s most valuable asset, and your ability to attract and retain quality employees is vital to the future success of your business. Plus, you likely want to support not only your employees’ professional success, but also their personal success.
The JNBA Difference.
As a fiduciary advisor, we are held to the highest standards of our industry, which means that every decision we make is with your best interests in mind. We stand by your side through whatever life throws your way, understanding what is most important to you and delivering thoughtful, comprehensive solutions to help you achieve your personal financial goals – both today and long into the future.
Irreplaceable Partners
We are dedicated to you, your family, and your goals for the future. We take time to get to know you so we can understand where you’re coming from and where you want to go.
Results-Driven Advocates
We remain focused on one thing – helping you achieve your vision of financial success. That’s why we hold ourselves accountable to achieving your goals. Our success is measured by our ability to deliver results.
Trust Builders
We understand that you put a lot of trust in your financial advisor. We serve as stewards of that trust by diligently guarding your confidentiality, fulfilling our promises, and putting your interests first in all we do.
Innovative Thinkers
Once we have a complete understanding of your goals, values, and any challenges you may face on the path toward achieving them, we help develop solutions, challenging ourselves to be creative idea generators and problem solvers to help you along the way. We strive to consistently learn, advocate, and add value for our clients.
Good People
Our people are compassionate and committed to doing the right thing, even when no one is looking. We see our clients as people, not numbers, and we strive to build long-term relationships. We are honored to be entrusted with your personal financial goals, and we are driven to help you achieve them.
Partner with us
Are you and your advisory team interested in partnering with a leading wealth advisory firm?
At JNBA, we support our advisors with a wide range of resources so you’re free to do the most important thing – take care of clients.