Vice President, Financial Advisor (partner Programs)

Wealth Enhancement

Minneapolis-Saint Paul, Minnesota, United States
Base: $200k - $250k annually; bonus/equity: not sp...
Hybrid
Client relationship management
Financial planning
Investment management

Salary

Base: $200k - $250k annually; Bonus/Equity: Not specified; Benefits: Full benefits suite including health and dental insurance, 401k retirement plan, paid time off

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning
  • Investment management
  • CRM software
  • Sales and prospecting
  • Tax and estate planning

Nice-to-have

  • Leadership skills
  • Team collaboration
  • Strategic thinking
  • Client-centric approach

Key Requirements

  • Bachelor's Degree in business, finance, or economics
  • Minimum 5 years as a registered representative
  • Series 65 or 7/66 license
  • Experience with complex financial planning
  • Excellent communication and organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter