Job Description
Join Wealth Management Partners as a Senior Financial Advisor in Minneapolis and transform clients' financial futures. We're seeking a dynamic professional to build client relationships, deliver strategic wealth management solutions, and drive growth in a collaborative, high-performance environment. Our team offers comprehensive training, competitive compensation, and cutting-edge resources to accelerate your career.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, estate planning, and risk management
- Cultivate and expand a high-net-worth client portfolio through strategic networking and referrals
- Analyze market trends and regulatory changes to optimize client portfolios
- Present complex financial concepts clearly to diverse client audiences
- Collaborate with internal teams (tax, legal, estate planning) for integrated solutions
- Maintain FINRA Series 7 and 66/63/65 certifications
- Drive business development through community engagement and professional networks
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFP preferred)
- 3+ years of financial advisory experience with high-net-worth clients
- Active FINRA Series 7, 66/63/65 licenses
- Proven track record in client acquisition and portfolio management
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong analytical abilities with attention to detail
- Minnesota-based business network preferred