Wealth Advisor

📢 Now Hiring : Wealth Advisor – Minneapolis, Minnesota

Description:

The Well Recruiting Solutions is proud to partner with a distinguished and highly regarded wealth management firm in the search for an exceptional Wealth Advisor to join their team in Minneapolis, MN. Renowned for its white-glove service and deeply personalized approach, this firm specializes in guiding affluent individuals and multigenerational families through the intricate landscape of wealth preservation, estate planning, and philanthropic legacy.

This is an extraordinary opportunity for a someone with keen business development skills who brings both a sophisticated understanding of high-net-worth client needs and a passion for building enduring relationships. The successful candidate will have access to one of the most robust and refined advisory platforms in the industry—providing the tools and resources necessary to design elite, client-specific strategies with exceptional precision. while enjoying the autonomy to cultivate a practice centered around their most valued client relationships.

Candidates do not need to have a financial advising background but should have access and influence over the target market of high net-worth and ultra high net-worth individuals and families.

Key Responsibilities:

Client Acquisition and Business Development (80%)

• Expand your client base through networking, referrals, and community engagement.
• Leverage firm resources and marketing support to enhance your visibility and growth.
• Develop trusted partnerships and represent the firm’s brand with professionalism and integrity.
• Drive revenue and practice growth while maintaining an exceptional standard of client care.

Client Relationship Management (20%)

• Build and maintain long-term relationships with high net-worth and ultra high net-worth individuals and families.
• Provide tailored financial advice including investment management, estate planning, tax optimization, and philanthropic strategies.
• Collaborate with a team of internal specialists to design and implement customized financial plans.
• Guide clients through complex financial decisions with a holistic, values-based approach.

Compensation:

💰 Earning Potential: $175,000 – $225,000 in the first year

Compensation includes a base salary plus performance-based incentives. Earnings will vary depending on experience, network, and business development success.

Featured Benefits:

• Comprehensive Medical, Dental, and Vision Insurance
• 401(k) Retirement Plan with Employer Support
• Paid Time Off and Holidays
• Professional Development Support
• Collaborative Environment with Access to Industry-Leading Tools

About The Well:

The Well Recruiting Solutions is a dynamic recruiting firm dedicated to connecting top talent with leading organizations in the financial sector. Our approach is centered on understanding the unique needs of both our clients and candidates, fostering long-lasting, successful partnerships. With a focus on personalized service, industry expertise, and a genuine love for what we do, we help businesses build winning teams and professionals achieve their career aspirations. At The Well, we firmly believe that a career in the Financial Services industry is a transformative journey. We aim to help professionals elevate their impact on the world, enhance their independence in shaping their lives, and significantly increase their income. Since our founding, The Well has expanded to assist clients and candidates nationwide, bringing our expertise to all corners of the country.