Financial Advisor in Minneapolis, Minnesota

Financial Advisor (CFP®, CPA, CFA, or JD Required)

Full-time | Permanent | On-site Minneapolis, MN

Competitive base salary (DOE) + bonus potential

Restricted equity unit (REU) grant at hire

4-year vesting schedule with potential path to partnership

Year-end discretionary profit sharing

100% employer-paid medical, dental, and vision coverage

401(k) with 100% match (up to 3% of compensation)

Equity ownership opportunities

New business incentive program

Employee referral bonuses

Join a high-performing, client-focused wealth management team dedicated to delivering comprehensive financial planning and investment strategies. This firm fosters a collaborative, growth-oriented environment where advisors are empowered to make a meaningful impact on clients' financial lives. This role offers the opportunity to work closely with a team of experienced professionals, supporting high-net-worth clients through strategic planning, investment management, and long-term financial guidance.

Serve as a primary point of contact for client communications, ensuring timely and high-quality responses

Collaborate with senior advisors to develop and present comprehensive financial strategies

Analyze client portfolios and recommend strategic and tactical improvements

Prepare client deliverables, including cash flow analysis, asset allocation, and long-term planning models

Evaluate financial data and identify planning opportunities across investments, tax, estate, and risk management

Support advanced financial modeling (e.g., tax strategies, equity compensation planning, wealth transfer)

Oversee portfolio rebalancing, trading activity, and implementation of approved strategies

Lead and participate in client meetings; manage follow-up actions and execution

Maintain accurate client records and planning documentation within CRM systems

Partner cross-functionally with investment, tax, and estate planning specialists

Mentor junior team members and contribute to team development

Ensure timely execution of client requests including trades, wires, and account updates

Bachelor's degree from an accredited university required

Required certification: CFP®, CPA, CFA, or JD

4+ years of experience in wealth management, financial planning, or related field

Experience with RIA firms, wealth management firms, or Big 4 accounting firms strongly preferred

Strong proficiency in Microsoft Office (especially Excel); ability to learn new systems quickly

Excellent organizational and multitasking skills in a fast-paced environment

Strong analytical, problem-solving, and critical-thinking abilities

Exceptional communication and interpersonal skills

Demonstrated ability to manage multiple client relationships effectively

High level of professionalism, integrity, and attention to detail

Self-starter with strong ownership and accountability

Full-time, on-site role in Minneapolis, MN

Collaborative, team-oriented culture with flexibility and growth opportunities

Visa sponsorship is not available for this role now or in the future

If you're a motivated financial advisor looking to grow your career in a dynamic, client-centric environment, we encourage you to apply.