Job Description
Join WealthBridge Financial Partners as a Senior Financial Advisor and elevate your career in one of America's most vibrant financial hubs. We're seeking elite advisors to serve high-net-worth clients in the Saint Paul metropolitan area. With uncapped earning potential, industry-leading training, and a client-first culture, this role offers the perfect platform to build your legacy in wealth management.
Our advisors receive comprehensive benefits including health insurance, 401(k) matching, and professional development stipends. Work from our downtown Saint Paul office or enjoy hybrid flexibility while serving clients across Minnesota. This is a rare opportunity to join a top-tier firm with a proven track record of advisor success.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients including investment strategies, retirement planning, and estate management
- Cultivate and expand client relationships through personalized service and proactive portfolio reviews
- Collaborate with internal teams to deliver integrated solutions across tax, insurance, and estate planning
- Stay current on market trends and regulatory changes to provide strategic guidance
- Mentor junior advisors and contribute to firm-wide best practices
- Meet or exceed annual revenue targets through strategic client acquisition
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Minimum 5 years of financial advisory experience with high-net-worth clients
- Valid Series 7, 66, and state insurance licenses
- Proven track record of meeting sales targets and client retention
- Exceptional communication skills with ability to translate complex concepts
- Strong analytical abilities and proficiency with financial planning software
- Network of established professional contacts in the Twin Cities area