High Net-worth Financial / Wealth Advisor (Minneapolis)

Talent Focus Executive Search and Consulting; Minneapolis (MN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive training

World-class mentoring

Dynamic location in Minneapolis

Job summary

A leading wealth management institution is seeking a Financial/Wealth Advisor in Minneapolis. This role involves building strong client relationships and delivering tailored wealth solutions. The position offers comprehensive training and support for career advancement.

Qualifications

• 5-10 years of proven success in sales and business development.
• Established network of high-net-worth clients or prospects.

Responsibilities

• Build enduring relationships with high-net-worth clients.
• Leverage financial planning tools and investment strategies.

Skills

Sales

Business Development

Relationship Management

Emotional Intelligence

Curiosity

Capital Markets

Job description

High Net-worth Financial / Wealth Advisor (Minneapolis)

1 week ago Be among the first 25 applicants

Direct message the job poster from Talent Focus Executive Search and Consulting

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Minneapolis - this is an ongoing brief, as our client continues to expand.

This is a salaried position plus commission based on new revenue generation.

Your Role

As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.

Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.

What We’re Looking For

We are seeking ambitious, client-focused professionals with a strong background in:

• Experience: 5-10 years of proven success in sales, business development, and relationship management.
• Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
• Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
• Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.

Why Join This Opportunity?

• Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.
• Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.
• Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career.
• Dynamic Location: Thrive in the vibrant financial hub of Minneapolis, engaging with a diverse and affluent clientele.

If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Sales, and Business Development

Industries

• Financial Services, Investment Management, and Capital Markets