Job Description
Join our elite team of financial advisors in Minneapolis and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships, deliver personalized investment strategies, and drive growth in one of America's most vibrant financial markets. Enjoy uncapped earning potential, comprehensive training, and cutting-edge technology platforms.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Build and maintain a robust client portfolio through strategic outreach
- Analyze market trends to optimize investment portfolios and risk management
- Lead retirement planning, estate solutions, and tax-efficient strategies
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial advising experience with proven track record
- CFP or CFA designation strongly preferred
- Exceptional communication and presentation skills