Job Description
Join our award-winning financial advisory team in the heart of Saint Paul! We're seeking a passionate Financial Advisor to transform clients' financial futures through personalized wealth management strategies. As a key member of our growing practice, you'll leverage cutting-edge tools and mentorship to build lasting client relationships while enjoying uncapped earning potential.
Why WealthBridge?
- Industry-leading commission structure with 401(k) match
- Comprehensive CE and professional development support
- Exclusive access to proprietary investment platforms
- Collaborative team environment with quarterly incentive trips
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Build and maintain a robust client portfolio through targeted outreach
- Conduct in-depth portfolio reviews and market trend analysis
- Coordinate with CPAs and estate attorneys for holistic solutions
- Implement FINRA-compliant compliance procedures
- Mentor junior advisors on client relationship management
- Drive new business development through community partnerships
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory or sales experience
- Proven track record of meeting/exceeding sales targets
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional presentation and negotiation skills
- Strong network within Minnesota's business community preferred