Job Details

Job Overview
We are a small fiduciary wealth management firm in Burnsville, MN seeking to grow our team! We are looking for a dedicated and knowledgeable Wealth Management Advisor who will be responsible for providing comprehensive financial planning and asset management services to clients through an education based model.

You will work closely with individuals nearing retirement to develop tailored strategies that align with their financial goals, ensuring their wealth is managed effectively and efficiently. The ideal candidate will possess a strong background in financial services, with expertise in areas such as retirement planning, tax strategies, and securities law.

Responsibilities

• Engage in sales activities to attract new clients while maintaining a high level of service for existing ones. (Education based approach)
• Develop personalized financial plans that encompass asset management and tax strategies.
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Monitor client portfolios and make recommendations for adjustments based on performance and changing client needs.
• Stay informed about market trends and investment opportunities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is preferred.
• Relevant securities certifications (e.g., CFP, CFA, Series 6/7/63/65/66)
• Proven experience in financial planning, asset management, or a similar role within the financial services industry.
• Exceptional interpersonal skills with a focus on building long-term client relationships.
• Public speaking and sales experience
• Proven sales

If you are passionate about helping clients achieve their retirement goals through strategic wealth management, we encourage you to apply for this exciting opportunity as a Wealth Management Advisor.

Job Type: Full-time

Pay: $75,000.00 - $150,000.00 per year

Compensation Package:

• 1099 contract
• Bonus opportunities
• Base Pay + Commission

Work Location: In person