Job Description
Join WealthBridge Partners, a premier financial advisory firm in Minneapolis, as a Financial Advisor and transform your career. We're seeking ambitious professionals to build client relationships and deliver comprehensive wealth management solutions. Enjoy uncapped earning potential, industry-leading training, and a collaborative environment that values your expertise.
Our advisors work with high-net-worth individuals and families to create personalized financial strategies covering investments, retirement planning, estate solutions, and risk management. You'll leverage our robust technology platform and institutional partnerships while maintaining complete independence in client relationships.
Responsibilities
- Develop and execute comprehensive financial plans for 50+ high-net-worth clients
- Build and maintain a robust client acquisition pipeline through networking and referrals
- Conduct in-depth portfolio reviews and rebalancing quarterly
- Present complex financial strategies using our proprietary planning tools
- Partner with internal specialists on tax-efficient estate planning
- Maintain FINRA Series 7/66/63 licenses and ongoing compliance
- Mentor junior advisors on client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 3+ years financial services experience with proven client acquisition track record
- Active FINRA Series 7/66/63 licenses (or ability to obtain within 90 days)
- Certified Financial Planner (CFP) designation or commitment to pursue
- Exceptional presentation skills for complex financial concepts
- Strong network within Minneapolis business community
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Ability to meet $500k annual production target