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Senior Financial Advisor/Partner

Company: Jobot
Location: Saint Paul
Posted on: June 29, 2024

Job Description:

Strong Wealth Management Firm, with great bonuses/upward mobilityThis Jobot Job is hosted by: Barrett DavisAre you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.Salary: $200,000 - $500,000 per yearA bit about us:Join our rapidly expanding wealth management firm dedicated to providing exceptional financial guidance and personalized investment strategies to our clients. With a strong presence in Minnesota, we are committed to our clients' financial success and are known for our integrity and client-centric approach. We are seeking experienced Senior Financial Advisors / Partners to enhance our team and drive continued growthWhy join us?Competitive Compensation: Earn close to 100% total compensation with a straightforward fee structure of 2%, including 1% in commission.Growth Incentive Program: Benefit from a performance-based incentive program designed to reward growth and business development.Insurance Payouts: Receive high insurance payouts at a rate of 60%.Professional Development: Opportunities for career advancement in a firm that values innovation and professional growth.Why Join Us?Our firm offers a lucrative and transparent compensation model that rewards your expertise and dedication. With robust support and resources, you can focus on what you do best-helping clients succeed financially. Become a key part of a growing company where your contributions are valued and your professional growth is supported.Job DetailsPosition Summary:As a Senior Financial Advisor / Partner, you will leverage your established book of business and in-depth industry knowledge to guide clients through complex financial landscapes. This role is ideal for a high-performing professional looking to capitalize on an attractive compensation structure while expanding their client base in a supportive and dynamic environment.Key Responsibilities:Manage and grow a substantial client portfolio with a minimum book of business of $50 million.Develop and implement tailored investment strategies that align with client goals.Provide comprehensive wealth management advice to help clients navigate through various life stages.Maintain and build client relationships by delivering exceptional service and regular financial reviews.Contribute to the firm's growth by actively participating in business development activities.Collaborate with team members to enhance service offerings and improve client satisfaction.Qualifications:Proven track record with at least 5 years of experience in financial advisory services.Minimum book of business of $50 million.Strong understanding of investment management, financial planning, and risk assessment.Excellent communication and relationship management skills.Commitment to regulatory compliance and ethical standards.Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Keywords: Jobot, St. Paul , Senior Financial Advisor/Partner, Accounting, Auditing , Saint Paul, Minnesota

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