Location: Plymouth, MN
Onsite Flexibility: 100% onsite, Flexibility in schedule/ shift once past 90 days
Connecting People with Their Purpose
At TalentBridge, we know success begins with personal connections, and our goal is to understand your values, motivations, and passions fully, then to connect you with companies whose values and motivations match your own.
Whether you're seeking temporary employment or a full-time career, the TalentBridge family is here to help.
About the Role
We're looking for a talented, go-getter, Financial Advisor to join a reputable financial firm in Plymouth, MN as a financial advisor! We specialize in serving high-net-worth clients, providing them with comprehensive wealth management and investment advisory services. With a strong commitment to delivering exceptional client experiences, we strive to help our clients achieve their financial goals and secure their financial futures.
With being one of the fastest-growing firms in Minnesota, TalentBridge is excited to be partnered with this firm with this Direct Hire, Financial Advisor opportunity! Amazing opportunity for a go-getter, looking to make a switch in firms or to a Financial Advisor, close to retirement, and looking to have a reputable company help with the transition and sell your book of businesses!
In this role, your responsibilities will include:
- Serve as the primary point of contact for a portfolio of high-net-worth clients, building and maintaining strong relationships based on trust and integrity.
- Conduct thorough client assessments to understand their financial goals, risk tolerance, and investment preferences.
- Develop personalized financial plans and investment strategies tailored to each client's unique needs, objectives, and time horizons.
- Provide comprehensive wealth management advice, including asset allocation, retirement planning, tax strategies, estate planning, and risk management.
- Regularly review and monitor client portfolios to ensure alignment with their investment objectives and make necessary adjustments as market conditions or client circumstances change.
- Stay updated on market trends, economic indicators, and regulatory changes that may impact clients' financial situations or investment strategies.
- Collaborate with internal teams, such as research analysts and portfolio managers, to gather insights and make informed investment recommendations.
- Actively engage in business development activities to expand the firm's high net worth client base, including attending networking events and leveraging existing client referrals.
- Stay compliant with industry regulations, company policies, and ethical standards, ensuring client confidentiality and data privacy at all times.
Required Skills, Education, and Experience:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Series 7 and 66 licenses are required.
- Proven track record of success as a Financial Advisor, specifically working with high net worth clients.
- Strong knowledge of investment products, financial markets, and wealth management strategies.
- Excellent communication and interpersonal skills, with the ability to effectively articulate complex financial concepts to clients.
- Exceptional analytical and problem-solving abilities to evaluate client needs and recommend suitable financial solutions.
- Demonstrated business development skills with the ability to generate new client relationships and grow assets under management.
- Ethical conduct and commitment to upholding industry regulations and compliance standards.
- Proficiency in using financial planning software, investment research tools, and client relationship management (CRM) systems.
If you are a driven and results-oriented Financial Advisor with expertise in serving high-net-worth clients, we invite you to join our team. We offer a competitive compensation package, a collaborative work environment, and opportunities for professional growth and advancement.