Job Description
Join WealthBridge Financial Group as a Financial Advisor in Saint Paul, MN and enjoy the flexibility of weekly pay! We're seeking dynamic professionals to help clients build wealth through personalized financial strategies. Our hybrid model combines office collaboration with remote flexibility, offering uncapped earning potential and comprehensive training. Benefit from our established client network while growing your book of business in Minnesota's thriving financial sector.
Responsibilities
- Develop comprehensive financial plans for clients covering investments, retirement, insurance, and estate planning
- Build and maintain relationships with high-net-worth individuals and small business owners
- Analyze market trends and economic data to provide actionable investment recommendations
- Conduct regular portfolio reviews and adjust strategies based on client goals and market conditions
- Comply with FINRA regulations and maintain all required securities licenses (Series 7/66)
- Collaborate with our team of tax and legal specialists for holistic client solutions
- Utilize our proprietary CRM system for client tracking and performance reporting
Qualifications
- Valid Series 7 and Series 66 securities licenses (or ability to obtain within 90 days)
- 3+ years of financial services or sales experience with proven track record
- Bachelor's degree in Finance, Business, or related field
- Exceptional communication and presentation skills
- Strong analytical abilities and financial modeling proficiency
- Entrepreneurial mindset with self-motivation to achieve sales targets
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Minnesota resident with ability to travel within the metro area