Job Description
Join WealthFirst Advisory Group's elite team of financial advisors in Minneapolis and make an immediate impact on clients' financial futures. We're seeking a passionate, results-driven professional to help individuals and businesses navigate complex financial landscapes. Our hybrid work model combines office collaboration with remote flexibility, backed by cutting-edge technology and comprehensive training. Enjoy uncapped earning potential, industry-leading benefits, and a culture that prioritizes your growth.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, tax optimization, and risk management
- Build and maintain a robust client portfolio through strategic networking and referrals
- Stay current with market trends, regulatory changes, and financial products
- Present complex financial concepts through clear, compelling client communications
- Collaborate with internal teams to deliver seamless client experiences
- Meet/exceed quarterly sales targets and client satisfaction metrics
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial services/advisory experience
- Proven track record in client acquisition and relationship management
- Strong analytical skills with ability to interpret market data
- Exceptional communication and presentation abilities
- Entrepreneurial mindset with high ethical standards