Private Wealth Advisor
Talent Focus Executive Search and Consulting
High Net-worth Financial / Wealth Advisor (Minneapolis) 1 week ago Be among the first 25 applicants Direct message the job poster from Talent Focus Executive Search and Consulting Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Minneapolis - this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We’re Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience : 5-10 years of proven success in sales, business development, and relationship management. Network : An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills : Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character : A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform : Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact : Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support : Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location : Thrive in the vibrant financial hub of Minneapolis, engaging with a diverse and affluent clientele. If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey! Seniority level Mid-Senior level Employment type Full-time Job function Finance, Sales, and Business Development Industries Financial Services, Investment Management, and Capital Markets #J-18808-Ljbffr
$141.21k - $172.59k
...what you excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...PrivateTemporary workWork experience placementLocal area$163.8k - $280.8k
...a thorough background check on all new hires. The Senior Wealth Advisor is responsible for developing, leading, and managing relationships... ...with internal specialists-including trust officers, private bankers, portfolio managers, and financial wealth planners-to...PrivateHourly payFull timeWork experience placementShift work$102k - $120k
...Associate Wealth Advisor (Minneapolis, MN) Job Summary Mercer Advisors has worked with families to help them amplify and simplify their... ...a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and...PrivateTemporary workWork at officeLocal areaRemote workMonday to Friday- ...PACK Private Wealth: Private Wealth Advisor (High-Net‑Worth) Job Title: Private Wealth Advisor Location: Wayzata, MN Reports to: President Position Summary The Private Wealth Advisor is responsible for providing comprehensive financial planning, investment management,...PrivateWork at officeLocal area
- ...Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business through onboarding...PrivateWork experience placementWork at office
$170k - $225k
...TwinThread is seeking a Private Banker (Vice President or Executive Director) in Minneapolis, MN, to provide exceptional financial advisory... ...client relationships, generating business, and advising on wealth management strategies. Candidates should have 6+ years of...Private- ...all billing and collection efforts contribute to a positive patient experience. Establish and maintain knowledge of public and private health care benefits Assist clients in enrolling in and maintaining public and private health insurance through MNsure. Evaluates...PrivateTemporary workFor contractorsWork at officeLocal area
$250k - $400k
...insurance, brokerage, advisory, and related wealth solutions. This role partners closely... ...networking. Partner with branch teams, Private Banking, Personal Trust, and other Wealth... ...65, or Series 66. ~ Bank financial advisor experience. ~ Wealth management...Private- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Participate in soliciting residential mortgages...PrivateHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$17 - $29.75 per hour
...referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively...PrivateFull timeImmediate start$17 - $29.75 per hour
...referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively...Private$170k - $225k
...U.S. Private Bank – Private Banker – Vice President or Executive Director Minneapolis, MN, United States Job Information Job Category: Client Advisory Business Unit: Asset & Wealth Management Job Schedule: Full time Job Shift: Day Base Pay/Salary: Minneapolis,MN $170,0...PrivateFull timeTemporary workWork experience placementLocal areaShift work$34 - $60 per hour
...role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that...PrivateTemporary workWork experience placementImmediate start- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business. In this role you will: Participate in soliciting residential mortgages from...PrivateHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Minimum of 3 to 5 years of experience in financial reporting, budgeting, consolidations, and analysis. Experience in real estate, private equity, fund accounting, or property management preferred. KNOWLEDGE, SKILLS AND ABILITIES Strong understanding of accrual accounting...PrivateFull timeWork at office
$102k - $120k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients... ..., you will help a wide range of private investors, business owners, company executives...PrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Daley And Associates, LLC, a Minneapolis-based asset management firm, is seeking a Senior Private Credit Operations Analyst to support the private credit lifecycle from deal execution to payoff. The role emphasizes operational excellence, data integrity, and cross-functional...Private3 days per week
$63.74k - $86.24k
...Responsibilities and Duties Investment Operations & Trade Support Provide operational support for equity, fixed income, derivatives, private equity, and investment strategy transactions, ensuring accurate trade verification, affirmation, and settlement. Reconcile trades...PrivateHourly payFull timeInternshipWork at officeLocal areaFlexible hours3 days per week- ...give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Minneapolis office. We are seeking someone who thrives in a growing...PrivateTemporary workWork at officeLocal area
- Tax Senior Associate - Private Client Services (PCS) Team Responsibilities Coordinate, plan, and supervise multiple engagements including consulting, compliance, and tax planning services. Prepare federal, state, multi‑state, and international income tax returns. Conduct...PrivateLocal area
$70.4k - $84k
...there’s nowhere like RSM. Responsibilities: Working with high net worth families, closely held businesses, estates, trusts and private foundations Developing strong working relationships with clients built on understanding their needs and challenges Completing...PrivateWork experience placementLocal area$120k
...Wealth Advisor Minneapolis, Minnesota – Direct Hire • $120,000 Job Description A growing Registered Investment Advisor (RIA) is seeking an experienced Wealth Advisor to provide comprehensive financial planning, investment management, and wealth preservation strategies...Local area- ...Senior Wealth Advisor About the Company Expanding registered investment advisor (RIA) Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Wealth Advisor to take on a lead role in managing and...Work at office
$74k - $138k
...Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines...Part timeLocal area$200k - $315k
...and long-term growth potential. About the Role This position is part of a nationally recognized corporate team advising public and private companies, financial institutions, and private equity clients on sophisticated transactions. The team promotes flexibility while...PrivateWork at officeLocal areaRemote workFlexible hours2 days per week$65k - $80.2k
...committed to our clients and employees. At Wealth Management from U.S. Bank and U.S.... ...making significant investments to expand our advisor base and deliver an outstanding client experience... ...products and services Knowledge of private banking products and services, including...PrivateTemporary workWork experience placementLocal areaFlexible hours- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those... ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-...Work at office
$84k - $96k
...Shareholder in our Corporate practice, with a primary focus on private equity and mergers and acquisitions transactions. This role is... ...attorneys, clients, portfolio company representatives, and external advisors while supporting active transactions, corporate governance...PrivateTemporary workWork at officeLocal areaRemote work$72k - $145k
...Summary This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic financial services. They work collaboratively in serving clients as part of a team and have strong knowledge in financial planning, tax, insurance, estate, investments...Interim roleWork at officeFlexible hours
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