Job Description
Join our elite team at Wealth Management Partners Inc., a premier financial advisory firm serving high-net-worth clients across the Twin Cities. We're seeking a Senior Financial Advisor to deliver sophisticated wealth management solutions in a collaborative, performance-driven environment. Enjoy uncapped earning potential, comprehensive benefits, and continuous professional development in one of America's most vibrant financial markets.
Responsibilities
- Develop and implement comprehensive financial plans for HNW clients (avg. $2M+ AUM)
- Build and maintain client relationships through quarterly portfolio reviews and strategic planning sessions
- Drive new business acquisition through targeted networking and referral programs
- Analyze market trends and economic indicators to optimize investment strategies
- Collaborate with tax and estate planning specialists for holistic client solutions
- Maintain FINRA Series 7 and 66/65 certifications
Qualifications
- 7+ years of financial advisory experience with HNW clientele
- Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation
- Proven track record exceeding $5M annual production
- Advanced knowledge of investment vehicles, retirement planning, and risk management
- Exceptional presentation and negotiation skills
- Strong network within Minnesota's business community
- FINRA Series 7/66 or 7/24/63/99 licenses required