Job Description
Join WealthLegacy Partners as a Financial Advisor and transform lives through strategic wealth management. We're urgently seeking passionate professionals to serve Saint Paul's growing community. Enjoy uncapped commission potential, comprehensive training, and a culture that rewards innovation. Our hybrid model combines office collaboration with client flexibility. Why Apply Today? • Industry-leading commission structure • Rapid career advancement paths • Dedicated mentorship from top advisors • Cutting-edge tech stack for client management • Health, dental, and 401k benefits • Paid professional certifications
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Saint Paul metro area
- Build and maintain robust client relationships through regular portfolio reviews
- Drive new business acquisition via strategic networking and digital marketing
- Stay current on market trends, tax laws, and investment vehicles
- Collaborate with internal teams on complex wealth structuring solutions
- Maintain FINRA Series 7/66 licenses and required continuing education
- Utilize CRM tools to track client goals and progress
Qualifications
- FINRA Series 7 and 66 certifications (or ability to obtain immediately)
- 3+ years financial advisory experience with proven client book
- Strong track record in sales and client acquisition
- Bachelor's degree in Finance, Economics, or related field
- Exceptional communication and presentation skills
- Familiarity with portfolio management software (e.g., Orion, Envestnet)
- Ability to build trust with diverse client demographics
- Valid Minnesota state securities license