Job Description
We are urgently seeking dynamic Financial Advisors to join our award-winning team in Saint Paul, MN. As a trusted advisor to high-net-worth individuals and families, you'll transform financial aspirations into actionable strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment where your expertise drives client success. Apply today to accelerate your career in one of America's most vibrant financial markets.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Cultivate and expand client relationships through proactive consultations and portfolio reviews
- Stay current with market trends, regulatory changes, and product innovations
- Collaborate with internal teams to deliver holistic wealth management solutions
- Meet/exceed revenue targets while maintaining fiduciary standards
- Lead financial literacy workshops to enhance community financial wellness
Qualifications
- Series 7, 66, and state insurance licenses required
- 3+ years of financial planning/advisory experience
- CFPĀ® or CFA designation strongly preferred
- Proven track record in client acquisition and retention
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Ability to thrive in a commission-based performance environment