Financial Advisor

StrategiQly

Farmington (MN)

On-site

Full time

14 days+

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Job summary

An innovative firm is looking for financial advisors at various stages of their careers. Whether you're a seasoned professional or a recent graduate, this opportunity allows you to grow your business with support while maintaining the flexibility you desire. Join a forward-thinking company that prioritizes growth and client satisfaction, offering resources to help you succeed. With a focus on mentorship and career development, this role is perfect for those ready to take the next step in their financial advisory journey. Explore the exciting possibilities that await you in this dynamic environment.

Qualifications

Licensed financial advisors with a client-first approach.
Growth-focused individuals looking for new opportunities.

Responsibilities

Build your business with support while maintaining flexibility.
Transition your practice and ensure continuity for clients.

Skills

Financial Advisory

Client Relationship Management

Sales Skills

Education

Licensure as a Financial Advisor

Job description

Are you a financial advisor exploring your next move? I’m working with clients offering exciting opportunities for financial advisors at all stages of their careers—whether you’re looking to grow, gain more flexibility, or plan your exit.

Opportunities include:

Growth-Minded Advisors: Build your business with support, without going fully independent.
Wirehouse Advisors: Earn up to 60% revenue share with operational support and more flexibility.
Advisors Seeking a Change: Join a growing firm that offers flexibility and resources to help you succeed.
Senior Advisors (Succession Planning): Transition your practice, monetize your book, and ensure continuity for your clients.
Junior Advisors & Recent Grads: Get hands-on experience, mentorship, and a clear path to grow your career.

Ideal Candidates: