Financial Advisor- Wealth Management

Job Title: Wealth Management Financial AdvisorLocation: Minneapolis, MNJob Type: Full-timeExperience Level: Mid to SeniorMinimum Assets Required: $5M+ in Client AssetsAbout Us:AppleOne is working with a leading financial services firm in Minneapolis, MN, specializing in comprehensive wealth management, retirement planning, and investment strategies. We’re looking for an experienced Wealth Management Financial Advisor to join this growing team and bring a proven portfolio of clients to the table.Key Responsibilities:Provide customized wealth management solutions, including financial planning, estate planning, and retirement strategies for high-net-worth clients.Actively manage and grow a portfolio of client assets, ensuring personalized attention and financial strategy alignment.Build and maintain strong, long-lasting client relationships through regular reviews, performance updates, and market outlook discussions.Stay current with market trends, economic developments, and regulatory changes that impact client portfolios and strategies.Develop new business by networking and sourcing leads through client referrals, seminars, and community involvement.Collaborate with internal departments to provide a full range of financial services, from tax planning to insurance solutions.Qualifications:Bachelor’s degree in Finance, Business, Economics, or a related field (Master’s degree or CFP preferred).5+ years of experience in wealth management or financial advisory roles, with a track record of client retention and growth.AUM Requirement: Minimum $5M in client assets under management.Series 7 and 66 (or 63/65) licenses required; CFP, CFA, or ChFC designation highly preferred.Exceptional interpersonal and communication skills with a consultative approach to client relationships.Deep knowledge of investment products, retirement strategies, tax planning, and estate planning.Proven ability to meet or exceed sales and performance targets.Why Join Us?Competitive base salary + generous performance-based bonuses.A supportive and collaborative team environment focused on delivering client success.Access to cutting-edge financial technology and market research tools.Opportunity for professional development and career growth.Strong brand recognition in the Minneapolis market and a broad client base to leverage.EEO/AA Employer/Vet/DisabledThe Know Your Rights poster is available here:https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdfThe pay transparency policy is available here:https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdfFor temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf