Senior Wealth Advisor

1 month ago

Minneapolis, United States TriSearch Full time

We are a nationally Registered Investment Advisory firm in Minneapolis, MN managing over a billion dollars in assets. We are passionate about providing exceptional service to high-net-worth clients through comprehensive and objective financial wealth management. We are looking to grow our well-established RIA firm and want a team player who is excited to be a part of a collaborative team. We are seeking a Senior Wealth Advisor who will be a highly motivated and achievement-driven individual wanting the opportunity to grow new client relationships. As the Senior Wealth Advisor, you will be responsible for collaborating with our Business Development Officer and other Advisors on specific growth initiatives. In this role, you will focus on prospecting leads into clients, working closely to develop relationships with our custodians, accountants, estate attorneys and other centers of influence. The Senior Wealth Advisor will generate and provide significant activity in the early and intermediate stages of the prospect process with a focus on closing new business along with servicing the relationship. An ideal candidate will already have an established client base. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this role successfully, the individual must be able to perform each essential duty: • Actively build and manage a pipeline of centers of influence (COIs) to generate referrals. • Develop new client relationships through referrals of existing clients and other referral sources. • Develop leads for new client base and referrals through outreach, marketing, and community involvement. • Grow existing relationships by growing assets under management, identifying opportunities for more services, and identifying referral chances. • Warm-call qualified leads to follow up on interest, invite to events, or pass to Wealth Advisors. • Qualify leads and set appointments. • For interested qualified leads, cultivate relationships, and set up face-to-face/Zoom meetings. • Nurture leads – reach out to prospects periodically, as part of ongoing lead nurturing campaigns; provide them with information that they value. • Serve as Senior Wealth Advisor to your clients seeking financial advice or planning needs. • Apply industry knowledge to provide recommendations as a fiduciary. • Document contact history in CRM records. • Other duties as assigned. KNOWLEDGE, SKILLS AND/OR ABILITIES To perform this job successfully, the individual should have the following skills and abilities. • Growth oriented professional with 5+ years’ experience, ideally in the financial services industry. • Excellent oral communication skills with charismatic, resilient, persuasive positive demeanor. • Strong work ethic, ability to achieve personal goals. • “Hunter” mentality – relentless, able to not let rejection slow you down. • Skilled at problem solving and prioritization. • Team player – ready and able to collaborate with others to get the job done. • Knowledgeable on investment and financial planning strategies for high-net-worth clients. • SUPERVISORY RESPONSBILITIES: None. EDUCATION AND/OR EXPERIENCE • Bachelor's degree from accredited four-year university. Degree in financial planning, business, finance, economics, or a related field beneficial. • 3+ years' business development experience. • 5+ years' financial planning experience. CERTIFICATIONS, LICENSES, REGISTRATIONS: CFP® preferred OTHER DUTIES Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

  • Wealth Management Advisor

    1 week ago

    Minneapolis, Minnesota, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement Group is a distinguished independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our personalized financial planning services through our innovative Roundtable and UniFi methodologies, which surpass conventional...

  • Senior Wealth Advisor

    2 months ago

    Minneapolis, United States Bluespringwealth Full time

    Minneapolis, MN, USA Job Description Posted Monday, March 4, 2024 at 6:00 AM Vector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm in Minneapolis, MN managing over a billion dollars in assets. We are passionate about providing exceptional service to high-net-worth clients through...

  • Wealth Advisor

    4 weeks ago

    Minneapolis, United States CX Institutional LLC Full time

    Job DescriptionJob DescriptionPurpose:As part of the Wealth Management Team, the Wealth Advisor leads and drives business development growth, client experience and retention. This role is responsible for obtaining new HH’s through management of a lead pipeline by means of company funded education events, dinner events, advisor networking, social events,...

  • Wealth Advisor Senior

    2 weeks ago

    Minneapolis, United States Bremer Bank National Association Full time

    Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Wealth Advisor Senior

    2 months ago

    Minneapolis, United States Bremer Bank National Association Full time

    Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Wealth Advisor Senior

    2 months ago

    Minneapolis, United States Bremer Bank National Association Full time

    Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Wealth Advisor Senior

    2 months ago

    Minneapolis, Minnesota, United States Bremer Bank National Association Full time

    Why Work at Bremer?Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • Private Wealth Advisor

    4 weeks ago

    Minneapolis, United States Russell Tobin Full time

    Position Overview:We are looking for a motivated Senior Wealth Advisor eager to expand client relationships and drive business growth. This role involves collaborating with our Business Development Officer and other team members on growth strategies. You will focus on converting prospects into clients and building relationships with various financial...

  • Private Wealth Advisor

    4 weeks ago

    Minneapolis, United States Russell Tobin Full time

    Position Overview:We are looking for a motivated Senior Wealth Advisor eager to expand client relationships and drive business growth. This role involves collaborating with our Business Development Officer and other team members on growth strategies. You will focus on converting prospects into clients and building relationships with various financial...

  • Associate Integrated Wealth Advisor

    3 months ago

    Minneapolis, United States Carlson Capital Management Full time

    Job DescriptionJob DescriptionSalary: At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to...

  • Wealth Management Advisor

    1 week ago

    Minneapolis, Minnesota, United States AppleOne Full time

    Job OverviewJoin Our Esteemed TeamPosition:Wealth Management Advisor Location:Minneapolis, MN Compensation:Up to $85,000 annually Position Summary:Are you a driven professional looking to advance your career in wealth management? Our reputable financial services firm is on the lookout for a committed Wealth Management Advisor to enhance our team.In this...

  • Wealth Management Advisor

    1 week ago

    Minneapolis, Minnesota, United States Russell Tobin Full time

    Position Overview:We are seeking a dedicated Senior Private Wealth Consultant who is enthusiastic about enhancing client connections and fostering business development. This position entails working closely with our Business Development Officer and other team members to devise growth strategies. Your primary focus will be on transforming prospects into...

  • Financial Advisor

    3 weeks ago

    Minneapolis, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial...

  • Senior Wealth Manager

    4 weeks ago

    Minneapolis, United States Russell Tobin Full time

    We are looking for a Senior Wealth Advisor who is driven and motivated to develop new client relationships. This role involves collaborating with our Business Development Officer and other Advisors to drive growth initiatives. Responsibilities include prospecting new leads, building relationships with custodians, accountants, estate attorneys, and other key...

  • Senior Wealth Manager

    4 weeks ago

    Minneapolis, United States Russell Tobin Full time

    We are looking for a Senior Wealth Advisor who is driven and motivated to develop new client relationships. This role involves collaborating with our Business Development Officer and other Advisors to drive growth initiatives. Responsibilities include prospecting new leads, building relationships with custodians, accountants, estate attorneys, and other key...

  • Senior Wealth Manager

    2 months ago

    Minneapolis, United States Leah Yosef International Full time

    OverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...

  • Senior Wealth Manager

    2 months ago

    Minneapolis, United States Leah Yosef International Full time

    OverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...

  • Senior Associate Wealth Strategist

    2 months ago

    Minneapolis, United States RBC Full time

    Job Summary Job Description What is the opportunity? The Senior Associate Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with fellow Wealth Strategists and the...

  • Senior Associate Wealth Strategist

    1 month ago

    Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The Senior Associate Wealth Strategist position is embedded in the PCG, Private Client Group, to increase PCG holistic planning focused on financial planning as part of the core client experience and wealth transfer and business planning for clients by working with fellow Wealth Strategists and the Financial...

  • Senior Wealth Management Consultant

    1 week ago

    Minneapolis, Minnesota, United States North Star Resource Group Full time

    Senior Wealth Management Consultant We are seeking a qualified individual to take on a wealth management advisory role. The ideal candidate will possess significant experience in the financial sector and be eager to expand their practice while collaborating with fellow advisors on succession planning initiatives. Joining our esteemed organization will allow...