Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Experienced Financial Advisor

$50k - $70k

Treeline Wealth Management

Benefits Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Experienced Financial Advisor – Wealth Management Practice Company: Treeline Wealth Management (Ameriprise Private Wealth Advisory Practice) Location: Minnetonka, MN (Twin Cities area – local candidates only) Position Type: Full-Time Compensation: $50,000–$70,000 base + performance-based incentives About the Role Treeline Wealth Management is looking for an Experienced Financial Advisor to join a growing private wealth practice in Minnetonka. This role is focused on building and managing client relationships, delivering comprehensive financial planning strategies, and contributing to long-term growth of the practice. This is a strong opportunity for an advisor who wants to grow within an established team, with support, collaboration, and long-term client relationships already in place. What You’ll Do Meet with prospective and existing clients to understand financial goals Deliver tailored financial planning strategies Build and maintain long-term client relationships Collaborate with internal team members on portfolio solutions Contribute to new client growth and business development Maintain compliance with Ameriprise and regulatory standards What We’re Looking For Series 7 (and applicable licenses) required 5+ years of financial advisory or planning experience preferred Experience building or managing client relationships Strong communication and presentation skills Organized and able to manage multiple priorities Professional and team-oriented mindset Why Join Treeline Established private wealth management practice Strong team environment with advisor support Opportunity for long-term client relationship growth Performance-based earning potential Professional development and advancement opportunities Work Environment Office-based in Minnetonka, MN Client-facing role (in-office and occasional off-site meetings) Equal Opportunity Employer Treeline Wealth Management provides equal employment opportunities to all applicants without regard to any protected status. #J-18808-Ljbffr Treeline Wealth Management

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Experienced Financial Advisor in Minnetonka, MN vacancy
  •  ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh... 
    Suggested
    Shift work
    Day shift

    Arizona Staffing

    Wayzata, MN
    1 day ago
  • $50k - $70k

    Benefits Bonus based on performance Competitive salary Opportunity for advancement Paid time off Training & development Financial Advisor Company: Treeline Wealth Management (An Ameriprise Private Wealth Advisory Practice) Location: This position is located in Minnetonka... 
    Suggested
    Full time
    Private practice
    Work at office

    Treeline Wealth Management

    Minnetonka, MN
    3 days ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is...  ...business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics... 
    Suggested

    Thrivent Financial for Lutherans

    Eden Prairie, MN
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Minnetonka, MN
    3 days ago
  • $40k - $120k

     ...Financial Advisor - Woodbury, MN Minneapolis, Minnesota, United States North Star Resource Group is looking to find a candidate for...  ...Woodbury, MN. We are looking for a college graduate or a more experienced individual in a position today not feeling fulfilled and... 
    Suggested
    Work experience placement

    North Star Resource Group

    Minneapolis, MN
    10 days ago
  • $45k - $100k

     ...Opportunity Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Deephaven, MN
    4 days ago
  • $40k - $120k

     ...Financial Advisor - Minneapolis, MN Minneapolis, Minnesota, United States Location: Minneapolis, MN North Star Resource Group is...  ...impact. You'll work alongside and under the mentorship of an experienced financial advisor and/or Field Leader, receiving... 

    North Star Resource Group

    Minneapolis, MN
    5 days ago
  • $61k - $250k

    Northwestern Mutual is seeking a dedicated financial advisor in Minnetonka, MN. This role offers the chance to help clients achieve their financial goals through customized planning and strong client relationships. You will be trained to build your own financial practice... 

    UNAVAILABLE

    Minnetonka, MN
    3 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Work at office

    UNAVAILABLE

    Minnetonka, MN
    3 days ago
  • $61k - $119k

    Northwestern Mutual in Minnetonka is seeking a Financial Advisor to start a dynamic business helping clients achieve their financial goals. You will build relationships, create personalized financial plans, and assist clients through various life stages. With uncapped earning... 

    Northwestern Mutual

    Minnetonka, MN
    4 days ago
  • A leading financial services firm seeks dedicated financial advisors to help clients achieve their long-term financial goals. You’ll receive extensive training and ongoing support while building your own practice. With a compensation package that rewards your effort, you... 

    Edward Jones

    Eden Prairie, MN
    4 days ago
  • $40k

    About Our Company We’re a diversified financial services leader with more than $1.5 trillion...  ...by leading, coaching and developing advisors. Responsible for creating a compelling...  ...manager to recruit and on‑board high quality experienced advisors to the branch. Activities may... 
    H1b
    Work at office
    Local area
    Work from home
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Wayzata, MN
    2 days ago
  • $72.8k - $130k

     ...play a vital role in supporting our finance organization. As a Financial Consultant, you will be responsible for key financial...  ...too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those... 
    Minimum wage
    Full time
    Work experience placement
    Local area

    UnitedHealth Group

    Eden Prairie, MN
    3 days ago
  • $120k - $205k

     ...seeking a client‑focused Senior Wealth Advisor to join our team and serve as a trusted...  ...individuals and families navigating complex financial decisions. In this role, you will...  ...supervise, and review the work of less experienced staff   ~ Ability to be flexible to changing... 
    Flexible hours

    Boulay

    Eden Prairie, MN
    3 days ago
  • $71.4k - $84k

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...Job Description As a Wealth Connect Advisor, you'll help clients take confident...  ...investment acumen while working alongside experienced advisors * Learn how to consistently... 
    Temporary work
    Work experience placement
    Work at office
    Local area

    U.S. Bank

    Hopkins, MN
    21 days ago
  • A leading financial services provider seeks a Financial Advisor in Wayzata, MN. The role involves delivering comprehensive wealth management solutions and maintaining client relationships. The ideal candidate has over 5 years of experience, a portable practice, and excellent... 

    Bank of America

    Wayzata, MN
    3 days ago
  • $72.8k - $130k

     ...capabilities and translating Treasury data into forward‑looking financial analysis, insights and automated reporting to support Treasury...  ...too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those... 
    Minimum wage
    Full time
    Work experience placement
    Local area

    UnitedHealth Group

    Eden Prairie, MN
    3 days ago
  • A leading financial services firm is seeking a Financial Advisor through the Advisor Development Program. You will engage high-net worth individuals, develop financial relationships, and deliver comprehensive investment recommendations. The ideal candidate will have a... 
    Work at office
    Flexible hours

    National Black MBA Association

    Wayzata, MN
    6 days ago
  • $80k - $90k

    Bank of America seeks a Financial Advisor for the Merrill Advisor Development Program to work with high-net-worth individuals in Wayzata, Minnesota. This role involves identifying client needs, developing relationships, and delivering comprehensive investment recommendations... 

    Bank of America

    Wayzata, MN
    2 days ago
  • A prominent insurance provider seeks a Financial Representative in Eden Prairie, MN. In this role, you will work with clients to assess their financial needs and suggest relevant solutions. You will also be eligible for benefits such as medical and dental insurance, a 4... 

    The Western and Southern Life Insurance Company

    Eden Prairie, MN
    3 days ago
  • $50k - $70k

    Treeline Wealth Management seeks an Experienced Financial Advisor for its Minnetonka, MN office. The role focuses on building client relationships and delivering comprehensive financial planning solutions. The ideal candidate has 5+ years of experience, holds a Series 7... 
    Private practice
    Work at office

    Treeline Wealth Management

    Minnetonka, MN
    5 days ago
  • $72.8k - $130k

     ...Financial Consultant Optum is a global organization that delivers care, aided by technology to help millions of people live healthier...  ...too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and... 
    Minimum wage
    Full time
    Work experience placement
    Work at office
    Local area

    divvyDOSE

    Hopkins, MN
    6 days ago
  • $80k - $105k

     ...and SD. As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales...  ...eager, strategic, and definitive Associate Financial Advisor to fill an entry-level position...  ...• Ongoing coaching and mentorship from experienced leaders • Access to proven sales tools and... 
    Full time
    Start working today
    Work at office

    Foster Klima

    Minneapolis, MN
    4 days ago
  • $55k - $70k

     ...the associate returns to the sales floor to make calls, shadow experienced reps, and reinforce sales skills. Sales Foundation: Meet...  ...fundamentals - how deals are underwritten and approved; review financial statements, credit reports, and risk assessment criteria; understand... 
    Rotational program
    Full time
    Flexible hours

    KLC Financial Inc

    Hopkins, MN
    4 days ago
  • $80k - $90k

     ...wealth management and investment products and services. The Merrill Advisor Development Program is designed for individuals excited to make a career transition and pursue a passion for becoming a Financial Advisor. Role Specifics As a Merrill Advisor Development Program -... 
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Wayzata, MN
    3 days ago
  • $80k - $90k

     ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    National Black MBA Association

    Wayzata, MN
    6 days ago
  • A leading fraternal benefit society is seeking financial representatives in Minnesota. The role involves creating tailored financial plans and providing guidance to members, ensuring their financial success. Candidates should demonstrate integrity, leadership, and a passion... 

    Modern Woodmen

    Hopkins, MN
    5 days ago
  • $28.85 - $33.65 per hour

     ...Financial Solutions Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in... 
    Hourly pay
    Traineeship
    Work at office
    Shift work
    Day shift

    Bank of America

    Wayzata, MN
    1 day ago
  •  ...Foster Klima Agency Entry Level Sales Advisor The Foster Klima agency is in MN, ND,...  ...eager, strategic, and definitive Associate Financial Advisor to fill an entry-level position...  ...Ongoing coaching and mentorship from experienced leaders Access to proven sales tools... 
    Full time
    Start working today

    Foster Klima

    Minneapolis, MN
    4 days ago
  • $135k - $225k

     ...our teams and communities. We are currently looking for an experienced Investment Banking Associate to join our Healthcare Pharma Services...  ...external relationships ~ Strong knowledge of accounting and financial modeling ~ Highly motivated, team player with strong... 
    Work experience placement

    Piper Sandler

    Minneapolis, MN
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Experienced Financial Advisor. Be the first to apply!