What are the responsibilities and job description for the Financial Advisor position at The Well?
Financial Advisor -- Minneapolis-Woodbury, MN (On-site)
Compensation: ~$100,000 base | Path to $250,000-$300,000 at full advisor leve
l
We're hiring a Financial Advisor on behalf of our client -- a tax-planning-forward independent advisory firm managing approximately $300M in AUM in the greater Minneapolis area. This is a career-growth role built for a licensed professional who is ready to serve clients, grow their craft, and build a long-term hom
e.
Why this ro
- le?- Step into a warm book of business -- no cold calling, no prospecting from scra
- tch- Grow from client service into full advisory responsibilities within 30-90 d
- ays- Tax-planning expertise that sets this firm apart -- and sets you apart
- too- A firm where senior advisors earn $250K-$300K -- and you have a clear path to get th
- ere- A collaborative, service-first culture with real mentorship and a team that has your b
ack
What you br
- ing:- 3-5 years of experience in financial services, insurance, or wealth manage
- ment- Fully licensed: Life and Health (MN), Series 65 or 66; CFP a strong
- plus- Knowledge of annuity, investment, and tax-aware planning strate
- gies- A client-first mindset with confidence, coachability, and a hunger to
- grow- Para-planners or associate advisors ready for their next chapter -- this one's for
you
What we o
- ffer:- ~$100,000 base salary to
- start- Commission on AUM and insurance production at advisor
- level- Health, dental, and long-term disability -- firm covers 75% of employee pre
- miums- 401(k) after 90 days with 4% employer
match15 days PTO from day one, increasing each
Salary : $100,000