Financial Advisor in Saint Paul, Minnesota

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

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.

Key Responsibilities:

• 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

Qualifications & Requirements:

• 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

Work Environment:

• Full-time, on-site role in Minneapolis, MN
• Collaborative, team-oriented culture with flexibility and growth opportunities

Additional Information:

• 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.