Job Description
Join an elite wealth management firm in Saint Paul, MN, and transform your financial advisory career. We're seeking a Senior Financial Advisor to build high-net-worth client portfolios while earning industry-leading compensation. Enjoy a collaborative, tech-enabled environment with unlimited growth potential.
Why Our Advisors Thrive:
- Uncapped commission structure with 40%+ payout
- Comprehensive benefits package including 401(k) matching
- Exclusive access to proprietary investment platforms
- Continuous professional development through CFP®/ChFC® support
Responsibilities
- Develop personalized financial plans for HNW clients ($500K+ AUM)
- Execute investment strategies across equities, bonds, and alternatives
- Build and maintain client relationships through quarterly reviews
- Lead cross-functional teams for complex estate planning cases
- Drive new business development through networking events
- Comply with FINRA/SEC regulations and firm protocols
- Mentor junior advisors on portfolio optimization techniques
Qualifications
- 5+ years experience in financial advisory services
- Valid Series 65, 66, or 7/63 licenses
- CFP®, CFA, or ChFC® designation preferred
- Proven track record of $1M+ AUM growth
- Exceptional presentation and negotiation skills
- Bachelor's degree in Finance, Economics, or related field
- Strong proficiency in portfolio management software
- Local Saint Paul market network preferred