Financial Advisor

S Piper Staffing LLC; Minneapolis (MN); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Bonus potential

Restricted Equity Unit grant

4-year vesting schedule

Year-end discretionary profit sharing

Employer-paid medical, dental, and vis

401(k) with match up to 3%

Equity ownership opportunities

New business incentive program

Job summary

S Piper Staffing LLC is seeking a Financial Advisor for a full-time, on-site role in Minneapolis, MN. You will work with high-net-worth clients, delivering comprehensive financial planning and investment strategies.

Join a collaborative wealth management team with strong growth opportunities, a competitive base salary with bonus potential, and a path toward partnership through performance and equity incentives.

Qualifications

• Bachelors degree from an accredited university.
• 4+ years of experience in wealth management or financial planning.
• Experience with RIAs, wealth management firms, or Big 4 preferred.
• Strong proficiency in Microsoft Office; ability to learn new systems quickly.
• Excellent organizational and multitasking skills in a fast-paced environment.

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.

Skills

Client relationship management

Financial analysis

Communication

Team collaboration

Time management

Attention to detail

Problem solving

Education

Bachelors degree

Tools

Microsoft Excel

Microsoft Office

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