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Finance 🏢 Full Time ⭐️ Verified

Financial Advisor

WealthWise Financial Partners
Minneapolis
Estimated Salary
USD 75.000 – USD 150.000
New
Live Update
13 Agustus 2026
Deadline
13 Agu 2027

Job Description

Join our elite team at WealthWise Financial Partners and transform lives through expert financial planning. We're seeking a dynamic Financial Advisor to serve Minneapolis's growing affluent community. This immediate hire role offers uncapped earning potential, industry-leading training, and a supportive culture focused on client success. Build your dream career while making tangible impact on Minnesotans' financial futures.

Responsibilities

  • Develop comprehensive financial plans for high-net-worth clients
  • Build and maintain robust client relationships through personalized service
  • Drive business growth through strategic networking and referrals
  • Stay current on market trends and regulatory changes
  • Collaborate with wealth management team for holistic solutions
  • Maintain FINRA Series 7/66 certifications

Qualifications

  • Bachelor's degree in Finance, Economics, or related field
  • 3+ years financial services experience
  • FINRA Series 7/66 licenses (or ability to obtain immediately)
  • Proven track record of meeting sales targets
  • Exceptional communication and presentation skills
  • Strong analytical and problem-solving abilities
  • Passion for client-centric financial planning

Required Skills

Financial Planning Wealth Management Client Relationship Management Sales FINRA Series 7 FINRA Series 66 Portfolio Management

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