Job Description
Join Wealth Management Partners, a leading financial advisory firm in Minneapolis, as we expand our team of elite Financial Advisors. This direct hire opportunity offers a competitive base salary with uncapped commission potential, comprehensive benefits, and industry-leading training. You'll build client relationships, develop personalized financial strategies, and grow your career in one of America's most dynamic financial markets.
Responsibilities
- Develop and maintain long-term client relationships through personalized financial planning
- Analyze financial data to create tailored investment portfolios and retirement strategies
- Conduct market research and identify growth opportunities for high-net-worth clients
- Ensure compliance with FINRA regulations and company compliance protocols
- Mentor junior advisors and contribute to team growth initiatives
- Utilize CRM systems to track client interactions and pipeline management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- FINRA Series 65 or 66 license (or willingness to obtain within 90 days)
- 3+ years of financial advisory experience with proven track record
- Certified Financial Planner (CFP) designation preferred
- Strong presentation skills and ability to explain complex concepts
- Proven ability to build and maintain client relationships
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)