Job Description
Join WealthForge Financial Partners, a premier wealth management firm in the Twin Cities, as we expand our elite advisory team. We're seeking a dynamic Senior Financial Advisor to serve high-net-worth clients in the vibrant Saint Paul market. This role combines competitive compensation with uncapped earning potential through our industry-leading commission structure.
Why WealthForge?
- Comprehensive benefits package including 401(k) matching
- Exclusive access to proprietary investment platforms
- Continuous professional development through CFP® support
- Collaborative team environment with mentorship from industry veterans
Responsibilities
- Develop comprehensive financial plans for clients with $500K+ in investable assets
- Build and maintain client relationships through personalized wealth management strategies
- Analyze market trends and economic indicators to inform investment decisions
- Present complex financial concepts through clear, client-focused communication
- Collaborate with portfolio managers on asset allocation and risk mitigation
- Drive new business development through strategic networking and referrals
- Stay current on regulatory changes affecting financial advisory practices
Qualifications
- Minimum 5 years of financial advisory experience with FINRA Series 7/66 licenses
- Certified Financial Planner (CFP®) designation strongly preferred
- Proven track record of managing $10M+ in client assets
- Exceptional presentation skills with ability to simplify complex topics
- Bachelor's degree in Finance, Economics, or related field
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)
- Established network of high-net-worth individuals in Minnesota