Job Description
Join WealthWise Partners as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships in the vibrant Minneapolis market while enjoying full remote flexibility. Our collaborative culture combines cutting-edge fintech tools with personalized service excellence. Enjoy competitive compensation, comprehensive benefits, and continuous professional development in an award-winning environment.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, insurance, and tax strategies
- Cultivate and expand client portfolio through personalized consultations and digital engagement
- Analyze market trends and economic data to optimize investment portfolios
- Maintain FINRA Series 7, 66, and state insurance licenses
- Leverage CRM tools for client relationship management and reporting
- Collaborate with cross-functional teams on complex wealth structuring cases
- Stay current with regulatory changes and industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 5+ years of financial advisory experience with proven client acquisition success
- Valid FINRA Series 7 & 66 licenses (or ability to obtain immediately)
- Exceptional communication skills with ability to explain complex concepts
- Strong analytical skills with proficiency in financial planning software
- Track record of meeting/exceeding revenue targets
- Remote work experience with demonstrated self-discipline
- Professional designation (CFP, CFA, or ChFC) highly desirable