Job Description
Join WealthBridge Partners, a premier wealth management firm in Saint Paul, MN, as a Senior Financial Advisor. We're seeking dynamic professionals to build high-net-worth portfolios for affluent clients across the Midwest. Enjoy uncapped earning potential, industry-leading training, and a collaborative culture that rewards excellence. Our advisors average 25% year-over-year growth through our proven client acquisition system and proprietary investment strategies.
Why WealthBridge?
- Comprehensive benefits package including 401(k) match
- Annual performance bonuses and profit sharing
- State-of-the-art tech stack and CRM tools
- Continuing education reimbursement
- Hybrid work flexibility
Responsibilities
- Develop and execute comprehensive financial plans for HNW clients (min $500k AUM)
- Source new clients through our established referral network and targeted outreach
- Present investment strategies, retirement planning, and tax optimization solutions
- Manage portfolio rebalancing and compliance documentation
- Mentor junior advisors and contribute to firm-wide growth initiatives
- Attend quarterly industry conferences and certification programs
- Maintain FINRA Series 7/66 licenses and ongoing CE requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with proven track record
- FINRA Series 7 & 66 licenses (active in good standing)
- Certified Financial Planner (CFP) designation preferred
- Strong network of affluent professionals in MN metro area
- Advanced proficiency in portfolio management software
- Exceptional presentation and client relationship skills
- Ability to work independently with minimal supervision