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Senior Wealth Advisor: Strategic Financial Planner
Job in
Edina, Hennepin County, Minnesota, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor is seeking an experienced financial professional to source and acquire new clients in Minneapolis/St. Paul area. You will educate prospects using CPP-generated leads and referrals, guiding them through the Wealth Accelerator Process to build lasting relationships.
You will analyze client goals, stay current with market trends, and ensure plans remain aligned with client objectives. Proficiency with Salesforce and MS Office is essential in this client-focused role.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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