Senior Wealth Advisor

Jobtailor; Edina (MN); On-site; USD 110,000 - 180,000; Full time

Job summary

Jobtailor is seeking an experienced financial professional to source and acquire new clients in Minneapolis/St. Paul area. You will educate prospects using CPP-generated leads and referrals, guiding them through the Wealth Accelerator Process to build lasting relationships.

You will analyze client goals, stay current with market trends, and ensure plans remain aligned with client objectives. Proficiency with Salesforce and MS Office is essential in this client-focused role.

Qualifications

• At least 5 years of Financial Services industry experience.
• At least 3 years of experience as a planning-based Advisor.
• FINRA Series 65 License or 7 and 66.
• CFP designation is preferred.

Responsibilities

• Source and acquire new clients to build business.
• Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process.
• Follow up with prospective clients, maximize relationships, create referrals and referral partnership.
• Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial plans current and aligned with their goals.
• Maximize relationships, create referrals and keep SalesForce updated.
• Research industry guidelines. Stay up to date with current events and market trends.
• Comply with current policies and procedures for financial, investment, tax and insurance industry

Skills

Lead Generation

Financial Planning

Client Relationship Management

Financial Analysis

SalesForce Proficiency

Education

FINRA Series 65 License

CFP Designation

Tools

SalesForce

MS Office Suite

CRM Systems

Job description

Source and acquire new clients to build business
Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
Follow up with prospective clients, maximize relationships, create referrals and referral partnership
Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial plans current and aligned with their goals
Maximize relationships, create referrals and keep SalesForce updated
Research industry guidelines. Stay up to date with current events and market trends
Comply with current policies and procedures for financial, investment, tax and insurance industry

Requirements

• At least 5 years of Financial Services industry experience
• At least 3 years of experience as a planning-based Advisor
• FINRA Series 65 License or 7 and 66
• Proficient in MS Office Suite and CRMs
• CFP designation is preferred

Core Competencies

Demonstrates expertise in financial planning and client relationship management, leveraging strong analytical skills to develop tailored financial strategies. Proficient in utilizing CRM systems and maintaining compliance with industry regulations.

Highest-signal resume keywords

• Financial Services Industry Experience
• Planning-Based Advisor Experience
• FINRA Series 65 License
• CFP Designation
• Proficient in MS Office Suite

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Client Relationship Management
• Lead Generation
• Financial Analysis
• SalesForce Proficiency

Soft Skills

• Communication
• Relationship Building
• Analytical Thinking

Certifications & Qualifications

• FINRA Series 65 License
• CFP Designation

Industry Keywords

• Wealth Management
• Investment Strategies
• Tax Compliance
• Insurance Industry Guidelines
• Market Trends

Tools & Technologies

• SalesForce
• MS Office Suite
• CRM Systems