Job Description
Join our award-winning financial advisory firm in Minneapolis and transform clients' financial futures. We're seeking a driven Financial Advisor to build personalized wealth strategies for high-net-worth individuals and families. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values your growth.
Our advisors receive industry-leading resources, cutting-edge technology platforms, and a client acquisition budget to accelerate success. Work in a modern downtown office with skyline views while making tangible impact in your community.
Responsibilities
- Develop comprehensive financial plans including investment portfolios, retirement strategies, and estate planning
- Cultivate and maintain relationships with high-net-worth clients through personalized consultations
- Analyze market trends and economic indicators to optimize client portfolios
- Present complex financial concepts clearly through customized reports and presentations
- Collaborate with internal teams to deliver seamless client experiences
- Meet/exceed sales targets while maintaining compliance with FINRA regulations
- Continuously expand professional knowledge through ongoing training and certifications
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7, 66 (or 63/65) licenses required (or willingness to obtain immediately)
- 3+ years experience in financial services, wealth management, or sales
- Strong analytical skills with ability to translate data into actionable strategies
- Exceptional communication and presentation abilities
- Proven track record of building client relationships
- FINRA registrations (Series 7/66) or ability to obtain within 90 days
- Proficiency with financial planning software (e.g., MoneyGuidePro, eMoney)