Job Description
Join WealthBridge Financial Partners and transform your finance expertise into a rewarding career with unmatched flexibility. We're seeking passionate Financial Advisors to serve Minneapolis clients while designing your ideal work schedule. Our hybrid model combines remote collaboration with in-person client meetings at our downtown Minneapolis office. Enjoy uncapped earning potential, comprehensive training, and a culture that prioritizes work-life integration. Build lasting client relationships and grow your portfolio in Minnesota's thriving financial hub.
Responsibilities
- Develop personalized financial strategies for Minneapolis-based clients
- Conduct portfolio reviews and investment recommendations
- Build and maintain high-net-worth client relationships
- Collaborate with our team on market analysis and product solutions
- Meet quarterly performance targets with flexible scheduling
- Stay current with financial regulations and market trends
- Participate in virtual and local networking events
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65 or 66 license required (or ability to obtain within 90 days)
- 3+ years financial services experience preferred
- Exceptional communication and presentation skills
- Strong analytical and client relationship abilities
- Self-motivated with demonstrated time management
- Comfortable with remote technology platforms
- Minnesota residency required for in-person client meetings