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Financial Advisor- Wealth Management

2 months ago

Minneapolis, United States AppleOne Full time
Job DescriptionJob DescriptionJob Title: Wealth Management Financial Advisor

Location: Minneapolis, MN

Job Type: Full-time
Experience Level: Mid to Senior
Minimum Assets Required: $5M+ in Client Assets

About Us:
AppleOne is working with a leading financial services firm in Minneapolis, MN, specializing in comprehensive wealth management, retirement planning, and investment strategies. We’re looking for an experienced Wealth Management Financial Advisor to join this growing team and bring a proven portfolio of clients to the table.

Key Responsibilities:
Provide customized wealth management solutions, including financial planning, estate planning, and retirement strategies for high-net-worth clients.
Actively manage and grow a portfolio of client assets, ensuring personalized attention and financial strategy alignment.
Build and maintain strong, long-lasting client relationships through regular reviews, performance updates, and market outlook discussions.
Stay current with market trends, economic developments, and regulatory changes that impact client portfolios and strategies.
Develop new business by networking and sourcing leads through client referrals, seminars, and community involvement.
Collaborate with internal departments to provide a full range of financial services, from tax planning to insurance solutions.

Qualifications:
Bachelor’s degree in Finance, Business, Economics, or a related field (Master’s degree or CFP preferred).
5+ years of experience in wealth management or financial advisory roles, with a track record of client retention and growth.
AUM Requirement: Minimum $5M in client assets under management.
Series 7 and 66 (or 63/65) licenses required; CFP, CFA, or ChFC designation highly preferred.
Exceptional interpersonal and communication skills with a consultative approach to client relationships.
Deep knowledge of investment products, retirement strategies, tax planning, and estate planning.
Proven ability to meet or exceed sales and performance targets.

Why Join Us?
Competitive base salary + generous performance-based bonuses.
A supportive and collaborative team environment focused on delivering client success.
Access to cutting-edge financial technology and market research tools.
Opportunity for professional development and career growth.
Strong brand recognition in the Minneapolis market and a broad client base to leverage.

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

#1502

Company DescriptionFounder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.

Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.

Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.

Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.Company DescriptionFounder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.\r
\r
Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.\r
\r
Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.\r
\r
Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.