Job Description
Join our elite team of financial advisors in Minneapolis and transform clients' lives through expert wealth management. We're seeking a driven professional passionate about building long-term client relationships while delivering exceptional financial strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that prioritizes your growth.
Our firm combines cutting-edge technology with personalized service, allowing you to focus on what matters most – your clients' success. With a proven track record of 25+ years in the Twin Cities market, we offer unparalleled support systems and a client base eager for trusted financial guidance.
Responsibilities
- Develop comprehensive financial plans tailored to individual client goals and risk tolerance
- Cultivate and expand a high-net-worth client portfolio through strategic networking
- Analyze market trends and investment opportunities to optimize client portfolios
- Conduct regular portfolio reviews and adjust strategies based on life events and market shifts
- Maintain FINRA Series 7/66 licenses and stay current with industry regulations
- Leverage CRM tools for client relationship management and business development
- Collaborate with internal specialists (tax, estate planning) for holistic solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven client acquisition success
- Active FINRA Series 7 and 66/63/65 licenses
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation skills
- Strong analytical abilities with data-driven decision-making
- Track record of meeting/exceeding sales targets
- Deep understanding of investment vehicles, retirement planning, and risk management