What are the responsibilities and job description for the Licensed Financial Advisor position at Treeline Wealth Management?
Benefits:Bonus based on performanceCompetitive salaryOpportunity for advancementPaid time offTraining & developmentCompany: Treeline Wealth Management (An Ameriprise Private Wealth Advisory Practice)Location: Minnetonka, MNJob Type: Full-timeCompensation: Base salary (estimated range $50,000$70,000, depending on experience) plus incentives/bonus potential tied to performance, new clients, and assets (details discussed during interviews)About the PracticeTreeline Wealth Management is an Ameriprise Private Wealth Advisory Practice in Minnetonka, MN. We help clients pursue retirement and long-term financial goals through comprehensive planning and wealth managementretirement planning, estate planning, small business planning, and intergenerational strategies. Were a team of nine with 45 advisors, and we pride ourselves on integrity, professionalism, and a strong team dynamic.Why This RoleWe are looking to add a motivated, growth-minded Financial Advisor to our team. The ideal candidate is a hunter typesomeone who is still hungry to grow, build relationships, and contribute to the long-term success of the practice. Bringing an existing book of business/assets is a plus, but not required for the right fit.What Youll DoMeet with prospective and existing clients to understand goals and deliver tailored planning strategiesBuild and maintain strong client relationships through consistent communication and follow-throughCollaborate closely with internal team members (including investment/portfolio support) to build recommendations and deliver a high-quality client experienceGrow the practice through new client acquisition and asset gatheringMaintain professionalism and follow all compliance requirements and standards within an Ameriprise practiceIdeal BackgroundFully licensed (example: Series 7 and applicable licenses required for an advisor role)56 years of financial planning/advisory experience preferredExperience building and/or managing a book of business (clients/assets) strongly preferredStrong communication skills and confidence in client-facing settingsAble to work well under pressure while managing multiple prioritiesTeam-oriented mindset and high standards of professionalismMotivated, goal-driven, and growth-mindedCompensationThis role includes a base salary plus incentives/bonus potential based on measurements such as bringing on new clients, assets, and leadership cotributions. (Exact structure varies based on experience and is discussed during the interview process.)Equal Opportunity EmployerThe Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
Salary : $50,000 - $80,000