Financial Advisor

S Piper Staffing LLC; Minneapolis (MN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Restricted Equity Unit grant at hire

4-year vesting schedule with potential

Year-end discretionary profit sharing

100% employer-paid medical, dental, a​

401(k) with 100% match (up to 3% of

Equity ownership opportunities

New business incentive program

Job summary

S Piper Staffing LLC is seeking a Financial Advisor (CFP®, CPA, CFA, or JD) for an on-site role in Minneapolis, MN. Join a high-performing wealth management team delivering comprehensive financial planning and investment strategies for high-net-worth clients.

You will work with senior advisors, analyze portfolios, prepare cash flow analyses and long-term planning models, and mentor junior team members. A bachelor’s degree and 4+ years in wealth management are required, with strong Excel skills

Qualifications

• Bachelor’s degree required.
• 4+ years of experience in wealth management or financial planning.
• Experience with RIAs, wealth management firms, or Big 4 preferred.
• Strong Excel and client service skills.

Responsibilities

• Serve as primary contact for client communications and deliver timely responses.
• Collaborate with senior advisors to develop comprehensive financial strategies.
• Analyze portfolios and recommend strategic improvements.
• Prepare cash flow analyses, asset allocation, and long-term planning models.
• Maintain client records and planning documentation in CRM systems.

Skills

Client relationships

Analytical thinking

Communication

Team collaboration

Self-motivation

Education

Bachelor’s degree

Tools

Microsoft Excel

Job description

Title: Financial Advisor (CFP®, CPA, CFA, or JD Required)

Type: Full-time | Permanent | On-site

Location: Minneapolis, MN

• Competitive Base Salary (DOE) + Bonus Potential
• Restricted Equity Unit (REU) grant at hire
• 4-year vesting schedule with potential path to partnership
• Year-end discretionary profit sharing
• 100% employer-paid medical, dental, and vision coverage
• 401(k) with 100% match (up to 3% of compensation)
• Equity ownership opportunities
• New business incentive program

About the Opportunity

Join a high-performing, client-focused wealth management team dedicated to delivering comprehensive financial planning and investment strategies. This firm fosters a collaborative, growth-oriented environment where advisors are empowered to make a meaningful impact on clients’ financial lives. This role offers the opportunity to work closely with a team of experienced professionals, supporting high-net-worth clients through strategic planning, investment management, and long-term financial guidance.

Key Responsibilities

• Serve as a primary point of contact for client communications, ensuring timely and high-quality responses
• Collaborate with senior advisors to develop and present comprehensive financial strategies
• Analyze client portfolios and recommend strategic and tactical improvements
• Prepare client deliverables, including cash flow analysis, asset allocation, and long-term planning models
• Evaluate financial data and identify planning opportunities across investments, tax, estate, and risk management
• Support advanced financial modeling (e.g., tax strategies, equity compensation planning, wealth transfer)
• Oversee portfolio rebalancing, trading activity, and implementation of approved strategies
• Lead and participate in client meetings; manage follow-up actions and execution
• Maintain accurate client records and planning documentation within CRM systems
• Partner cross-functionally with investment, tax, and estate planning specialists
• Mentor junior team members and contribute to team development
• Ensure timely execution of client requests including trades, wires, and account updates

Qualifications & Requirements:

• Bachelor’s degree from an accredited university required
• 4+ years of experience in wealth management, financial planning, or related field
• Experience with RIA firms, wealth management firms, or Big 4 accounting firms strongly preferred
• Strong proficiency in Microsoft Office (especially Excel); ability to learn new systems quickly
• Excellent organizational and multitasking skills in a fast-paced environment
• Strong analytical, problem-solving, and critical-thinking abilities
• Exceptional communication and interpersonal skills
• Demonstrated ability to manage multiple client relationships effectively
• High level of professionalism, integrity, and attention to detail
• Self-starter with strong ownership and accountability
• Full-time, on-site role in Minneapolis, MN
• Collaborative, team-oriented culture with flexibility and growth opportunities

Additional Information

• Visa sponsorship is not available for this role now or in the future