Come Join Us!

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At MD Financial, our team of experts provides independent, specialized financial solutions exclusively for doctors. As their personal CFO, we help busy doctors simplify complex financial affairs, build wealth, and protect their financial future.

 

Here's some words we use to describe MD Financial and our team:

 
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Open Positions

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 Why We Work Here

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BEN KIRCHNER

Client Service Manager

“Everyone I work with is incredibly smart and professional but also fantastic to be around, I am consistently challenged and learning new things, I have the opportunity to grow my whole career here.”

“Good work/life balance, every person has the opportunity to grow and have a career path, and I’m constantly learning something new.”
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TARA MILLER

Client Service Manager


 
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JOHN

SHIMPACH

Client Service Manager

“MD provides the opportunity to work with a cohesive team to accomplish a common goal. That goal is to not only grow the firm and its revenue, but grow each individual member of the team.

Everyone at MD commits earnestly to what they want to accomplish. Each person has goals and the entire team wants to see each individual succeed and reach their goals.

The atmosphere working at MD is different than anywhere else I have experienced. While we do work hard, we value the relationships with our co-workers. It isn’t uncommon for us to have a team happy hour, or even celebrate the 4th birthday of a co-worker’s son.”

“Everyone on the team encourages each other to strive to be excellent in their respective positions and all are viewed as important. We are constantly working to improve our processes and technologies in a way that makes sense to us and are beneficial, we all have a say in that. Each day provides new challenges because of the concierge promise we make to our clients, it makes me feel like we truly do make an impact in their lives.”
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KATIE BELL

Administrative Assistant


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CHRIS MINNIHAN

Client Services Manager Supervisor

“We celebrate our successes as a team. We are an ethical, client focused firm. Our clients’ financial security is our number one priority. We strive for continuous improvement. We aren’t satisfied with status quo.”

Administrative Assistant

MD Financial Advisors - Chanhassen, MN

It’s a great time to join our busy, fast growing independent, financial planning firm. Get all the advantages of working with a fortune 500 company, in a small business environment. Not only do we take pride in what we do, we have fun and change lives every day!

We’re looking for a smart, motivated, detail-driven individual to work with our exceptional team and clients. We’re a high-energy, close knit group, with a mentoring culture that focuses on ethics, education and excellence. You will work directly with our president, a nationally-known financial advisor and author who puts the highest value on creating a great environment for the entire team. There is no boredom in this job!

Your duties as an Administrative Assistant would include:

  • Serving our clients so they know they are “the most important people in the world”

  • Helping make our clients’ financial future much brighter

  • Managing multiple projects with a smile

  • Preparing documents for client meetings including pre-filling paperwork

  • Tracking and submitting new business to various vendors, money managers and insurance companies

  • Personal assistant work for our president

  • Scheduling client meetings

  • Changing lives every day!

Skills/Characteristics required to be considered for this position:

  • A sense of humor

  • A team player, who can juggle projects simultaneously

  • The ability to provide world class service to our clients

  • Great communication skills

  • Experience with Microsoft Word, Excel, PowerPoint and some client contact databases

  • On-the-fly problem solving

  • A passion for education, excellence and ethics

  • Detail-driven — nothing falls through the cracks with you!

  • Meets or exceeds deadlines

  • Knowledge of personal finance and financial planning is a plus

  • At least 4 Year College degree, with a B average or better

  • Experience in Financial Services or business/finance degree is a big plus

We also offer a very generous benefit package, including:

  • Health insurance stipend

  • PTO of 3 weeks per year

  • A retirement plan

  • Complimentary financial plan

  • Paid Continuing Education and Licensing

  • Bonuses throughout the year based on profit/performance/review

  • Base salary range $32,000 - $37,000 based on education and experience. Bonuses would increase this, of course!

  • A huge potential for growth

Job Type: Full-time

Experience: Administrative Assistant: 1 year (preferred)

Education: Bachelor's (required)

Location: Chanhassen, MN (required)

To apply for this job, please send resume to: alyssa@mdfinancialadvisors.com, with the subject line “Responding to Alyssa,” then fill out the form below.

Name *
Name

We work hard in the office, and play hard outside.

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