Job Description
Join WealthBridge Partners, a premier wealth management firm in Saint Paul, MN, and elevate your career as a Senior Financial Advisor. We're seeking driven professionals to build high-net-worth portfolios for discerning clients across the Twin Cities. Enjoy uncapped commission potential, industry-leading training, and a supportive culture that rewards excellence. Our advisors average 30% YoY revenue growth with comprehensive benefits including profit sharing and 401(k) matching. Apply today to transform your financial expertise into exceptional wealth outcomes.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and tax optimization for HNW clients
- Cultivate and expand client relationships through personalized consultations and proactive portfolio management
- Analyze market trends and economic indicators to advise on asset allocation across equities, bonds, and alternative investments
- Collaborate with internal teams (legal, tax, estate planning) to deliver integrated wealth solutions
- Drive new client acquisition through targeted networking and referral programs
- Maintain FINRA Series 7/66/63 licenses and ongoing compliance with SEC regulations
- Mentor junior advisors and contribute to firm-wide best practices initiatives
Qualifications
- Minimum 5 years of experience in financial advisory or wealth management role with proven track record
- FINRA Series 7, 66, and 63 licenses (active and in good standing)
- CFPĀ® or CFA designation preferred
- Strong analytical skills with ability to interpret complex financial data and market conditions
- Exceptional communication and client relationship management abilities
- Proven ability to build and maintain a book of $50M+ in client assets
- Bachelor's degree in Finance, Economics, or related field
- Demonstrated success in achieving sales targets and revenue growth