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Private Wealth Advisor: AUM & Retain Clients
Job in
Mahtomedi, Washington County, Minnesota, USA
Listed on 2026-01-12
Listing for:
Seleskie Financial
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Mahtomedi is seeking a Private Wealth Advisor to drive business growth by acquiring new clients and servicing existing ones. This role demands a Bachelor's degree in a related field, relevant licenses including FINRA SIE, and a proven track record of at least 5 years in finance. Responsibilities include leading client meetings, delivering financial plans, and attaining high client retention rates.
The position is full-time, offering a competitive salary and benefits, thus attracting dedicated professionals.
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