Job Description
Join WealthBridge Capital Partners, a premier wealth management firm, as a Senior Financial Advisor in our Saint Paul office. We're seeking a dynamic professional to build and manage high-net-worth client portfolios while delivering transformative financial strategies. Enjoy a competitive base salary, uncapped commission structure, comprehensive benefits, and a collaborative environment focused on excellence.
Why WealthBridge? Our advisors receive exclusive access to proprietary investment platforms, continuous executive coaching, and a client acquisition budget. We empower you to scale your practice with industry-leading technology and a dedicated support team.
Responsibilities
- Develop comprehensive financial plans for HNW clients (min $500k AUM)
- Drive portfolio growth through strategic asset allocation and market analysis
- Build and maintain executive-level client relationships through quarterly reviews
- Leverage proprietary tools for tax-efficient wealth transfer strategies
- Collaborate with internal experts on estate planning and risk management
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- 7+ years of financial advisory experience with HNW clients
- CFA or CFP designation required (Series 65/66 held)
- Proven track record of exceeding revenue targets ($500k+ annual production)
- Advanced knowledge of investment vehicles and tax-advantaged strategies
- Exceptional presentation skills and executive presence
- Ability to thrive in a commission-driven, results-oriented environment