join our team
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.®
Interested in working at JNBA?
We are seeking like-minded people to grow with us! As an independent fee-only fiduciary firm, for over 40 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.
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.
Client Account Specialist (CAS), Minneapolis
A Client Account Specialist (CAS) is responsible for ensuring that client account and personal information is accurately maintained both at the firm and with the custodian. Teaming with Advisory Team members on all client relationships, this team member is an important member of a client’s advisory team as this role fulfills client requests as well as troubleshoots issues and addresses client questions, often directly with the client.
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.
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.
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.
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.
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.
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.