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Senior Wealth Manager

3 months ago

Wayzata, United States 360 Financial Full time

Control your own destiny or someone else will


Remember that saying? Are you ready and willing to take control of your own destiny in a focused role in the financial services industry as a Senior Wealth Manager where you are compensated for meeting with clients and bringing new assets into the firm? Are you interested in the potential for equity ownership? Are you tired of the same old, same old at your current firm and long for something new, fresh and invigorating? Do you get fired up when you meet with clients and present/implement solutions to help them meet their financial goals? 


We are a local, community minded RIA firm that is growing and seeking strong talent focused on building existing client relationships and bringing in new business. You, the successful candidate, will utilize our LifeWealth planning process to navigate and lead our clients through the critical financial events in their lifetime. You’ll work with an existing book of business and will begin meeting with clients quickly.


Ideal candidates for this unique opportunity will be ethical, trustworthy and dependable. You must be able to prioritize and complete multiple tasks, and meet deadlines. You will be a self-starter who demonstrates outstanding people and organizational skills.  


Who is 360 Financial?

360 Financial is an innovative, high touch, independent wealth management and financial planning firm with locations in Wayzata and Elk River. We own a strategic stake in an established and successful CPA firm in Edina. We have been helping clients achieve their financial goals for over 27 years, serving over 1,000 families and managing or consulting on assets in excess of $600 million. Our experienced and tenured 19-person team is dedicated to 360 Financial and providing unparalleled service to our advisors and clients. We believe strongly in community service, paying it forward, and having fun at work

             

Who are you?

You are a natural leader and a driven, ambitious, proactive professional who has worked directly with clients and has a successful sales track record. You have demonstrated you can bring on new clients -- find and follow up with leads, transitioning them from prospect to client. You are growth minded, and have successfully grown your business/client base and deepened relationships and wallet share with your existing clients. You are honest, dependable and credible. You have a passion for helping people. You live in the Twin Cities metro area and want to work in an energetic downtown Wayzata location. 


The attributes you consistently demonstrate

  • You are interested in building equity in the firm you work for.
  • You are growth minded, and constantly looking for new, creative ways to build your prospect pipeline.
  • You possess strong consultative selling skills, and enjoy building and utilizing networks.   
  • You thrive in a fast-paced entrepreneurial environment. 
  • You’ve been acting in a financial advisor capacity for 5-7 years, focused on financial planning.   
  • You are known for a polished communication style compatible with high net worth clientele.
  • You are proactive and self-motivated with a positive attitude.   
  • You value collaboration and teamwork.
  • You work with a sense of urgency to drive performance results. 
  • You’re friendly, fun, outgoing and joyful.

 

 

What you bring to the team

  • Positive, driven, focused.
  • Passion for the doing good and improving the community around you. 
  • Proficient with Redtail (CRM), and EMoney.
  • 5-7 years’ experience as a Financial Advisor, working directly with clients.   
  • Bachelor’s degree or higher
  • Licensed/Registered (Series 7, 63).
  • CFP Designation.

 

What do you receive as a member of Team 360?

  • A potential for equity ownership in the firm.
  • Work in Downtown Wayzata, overlooking the Great Lawn. Great restaurants, lots of free parking.
  • A professional (but not stuffy) environment focused on our clients.
  • As they say, all work and no play makes jack a dull boy, so we have fun with breakfasts and lunches (lots of lunches), quarterly office outings when allowed (Twins games, Segway tours, Escape Room, etc.), paid off time to volunteer, occasional happy hours, and did we mention food? And a collaborative interesting place to work and grow as a financial services expert.    
  • Of course, we offer a competitive salary and bonus structure, a full benefit suite including medical, dental, vision, group life insurance, disability, etc., a 401k plan with a 4% match, a profit sharing plan, a generous allotment of PTO, shorter summer hours, and a great working environment in a new street side location in exclusive downtown Wayzata.


What do you think? Does sound like the place for you? Are you excited to learn more and explore the possibility of making our dynamic team your next home? Do you get a kick out of contributing to the growth of a business? Are you interested in making a change within or to the financial services industry? Do you want to sit on the sidelines, or are you ready to get into the game and use your initiative, experience and positive attitude to be a difference maker for your clients? 


You can take control of your own destiny It’s time to do something different Now’s the time to convince us that you are a fit for our culture. 


Apply today. We look forward to meeting you