Job Description
Join WealthBridge Partners, an award-winning wealth management firm, as an immediate-hire Financial Advisor in our Minneapolis office. We're seeking a dynamic professional to help clients achieve financial freedom through personalized investment strategies and comprehensive financial planning. Enjoy uncapped earning potential, comprehensive training, and a collaborative team environment.
Responsibilities
- Develop and implement customized financial plans for high-net-worth clients
- Build and maintain client relationships through proactive communication
- Analyze market trends and recommend investment opportunities
- Conduct financial portfolio reviews and rebalancing strategies
- Partner with internal teams for seamless service delivery
- Comply with FINRA regulations and ethical standards
Qualifications
- Series 7 and Series 66/63 licenses required
- 3+ years of financial advisory experience
- Proven track record in client relationship management
- Strong analytical and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Experience with CRM software (Salesforce preferred)
- Excellent communication and negotiation abilities