Wealth Advisor (Remote)
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Job Location:
Minneapolis, MN - USA
Monthly Salary:
Not Disclosed
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Summary
We are seeking an experienced Wealth Advisor to manage high-net-worth client relationships and deliver comprehensive financial planning solutions. This is a high-impact client-facing role offering autonomy growth and the opportunity to work within a modern technology-driven platform.
Key Responsibilities
Client & Portfolio Management
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Manage relationships with high-net-worth clients
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Develop customized financial and investment strategies
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Provide guidance on retirement tax estate and risk planning
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Design and manage diversified investment portfolios
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Identify financial gaps and provide proactive solutions
Business Development
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Grow and maintain a portfolio of clients
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Transition and manage an existing book of business
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Support ongoing client acquisition efforts
Collaboration
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Work with tax estate and insurance professionals
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Contribute to platform improvements and advisor experience
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Support onboarding and mentoring of new advisors
Requirements
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5 years of investment advisory experience
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Active book of business (portable preferred)
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Series 65 or Series 7 & 66 licenses
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Experience working with high-net-worth clients
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Strong communication and analytical skills
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Comfortable in a fast-paced remote environment
Preferred Qualifications
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Experience in fintech or technology-driven environments
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Background in financial planning software
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Experience advising clients with $1M in assets
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Strong expertise in one or more planning areas
Compensation & Benefits
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Competitive compensation (base performance-based earnings)
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Flexible remote work environment
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Growth and leadership opportunities
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Access to modern tools and platform support
