Financial Advisor

Benefits:

• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Financial Advisor – Wealth Management Practice

Treeline Wealth Management is looking for an Financial Advisor to join a growing private wealth practice in Minnetonka.

This role is focused on building and managing client relationships, delivering comprehensive financial planning strategies, and contributing to long-term growth of the practice.

This is a strong opportunity for an advisor who wants to grow within an established team, with support, collaboration, and long-term client relationships already in place.

• Meet with prospective and existing clients to understand financial goals
• Deliver tailored financial planning strategies
• Build and maintain long-term client relationships
• Collaborate with internal team members on portfolio solutions
• Contribute to new client growth and business development
• Maintain compliance with Ameriprise and regulatory standards

• Series 7 (and applicable licenses) required
• 5+ years of financial advisory or planning experience preferred
• Experience building or managing client relationships
• Strong communication and presentation skills
• Organized and able to manage multiple priorities
• Professional and team-oriented mindset

• Established private wealth management practice
• Strong team environment with advisor support
• Opportunity for long-term client relationship growth
• Performance-based earning potential
• Professional development and advancement opportunities

Office-based in Minnetonka, MN

Client-facing role (in-office and occasional off-site meetings)

Equal Opportunity Employer

Treeline Wealth Management provides equal employment opportunities to all applicants without regard to any protected status.