Financial Advisor
$75k - $150kThe Well
About the Company
THE WELL LinkedIn Post
We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.
About the Role
We are hiring experienced Financial Advisors for three territories. These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Responsibilities
- Drive organic business development through networking, COI relationships, and community presence
- Service and retain existing client relationships within your territory
- Build and deliver comprehensive financial plans, leading client meetings from start to finish
- Collaborate with an internal planning team and relationship managers on complex situations
- Grow both new client AUM and wallet share of existing clients
Three territories are open:
- Cleveland, OH
- Pittsburgh, PA
- Eastern New YorkState (Syracuse, Albany, or Utica area)
These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Qualifications
- Bachelor's degree required
Required Skills
- Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
- Advisors with a portable book of business or a strong client network built organically
- Self-starters who are energized by community engagement and building their own pipeline
- Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)
Preferred Skills
- CFP a plus, not required
Pay range and compensation package
Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus
What the Compensation Looks Like
- Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
- Annual performance bonus: 25% of base
- New business incentive: 40% of net revenue on territory new business
- Retention bonus: 3% of total territory AUM at quarter end
This Is Not the Right Fit If...
- Your business development experience has relied on an institutional or bank-provided client pipeline
- You are primarily service and planning focused with limited appetite for new business generation
- You are not located in or willing to relocate to one of the three territories
Sound like you? Let's talk.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Saint Paul, MN vacancy
$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced...SuggestedLocal areaRemote workRelocationThe Well
Saint Paul, MN1 day ago- ...Are you an experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities throughout...SuggestedContract work
Prudential Advisors
Saint Paul, MN1 day ago $65k - $140k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services...SuggestedPart timeLocal areaBMO U.S.
Saint Paul, MN2 days ago$250k - $400k
## Financial AdvisorApplyremote type: On-Sitelocations: St Louis Park 5353 Wayzatatime type: Full timeposted on: Posted Todayjob requisition... ...Series 7, Series 63, Series 65, or Series 66.* Bank financial advisor experience.* Wealth management background and industry...Suggested$61k - $119k
...Financial Advisor Opportunity 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...SuggestedFor contractorsWork at office$20.54 - $27.78 per hour
...Financial Aid AdvisorCurrent staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View... ...Brookfield, Milwaukee, MadisonMinneapolis, MNAkron, OHThe Financial Aid Advisor supports Herzing University's mission through administration of...Hourly payWork at officeMonday to FridayAfternoon shiftHerzing Brand
Minneapolis, MN4 days ago- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Minneapolis, MN1 day ago - ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
WealthBridge Financial Group
Saint Paul, MN2 days ago $19.29 - $23.34 per hour
...application process. Full Time Aitkin, MN, US 3 days ago Requisition ID: 1120 Salary Range: $19.29 To $23.34 Hourly About the Position: The Financial Services Representative serves as a primary resource for patients, providers, nursing staff, and other departments regarding...Hourly payFull timeWork from homeRiverwood Healthcare Center
Saint Paul, MN4 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Minneapolis, MN1 day ago$85k - $120k
...well-developed understanding of the wealth management industry and have a passion for financial planning and client engagement. The Financial Planner will provide support to Wealth Advisors in all aspects of relationship management including financial plan creation &...Local areaRWA Wealth Partners
Saint Paul, MN4 days ago- ...Financial Advisor at First Command Financial Services, Inc. Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 9 out of 10 of our Financial Advisors are veterans or military spouses. With 165+ offices nationwide, many are located...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
First Command Financial Services
Bloomington, MN1 day ago $55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve... .... What You’ll Do: Collaborate directly with advisors and clients to build, monitor, and implement personalized financial...Full timeWork at officeImmediate startRemote workFlexible hoursAvior Wealth Management, LLC
Saint Paul, MN2 hours ago- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
Thrivent Financial
Eagan, MN1 day ago - ...Job Description Job Description A Financial Advisor at Northwestern Mutual helps clients reach their goals by showing them where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Northwestern...Work experience placementWork at officeWork visaFlexible hours
Northwestern Mutual
Minneapolis, MNa month ago - ...white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. We combine... ...a top-tier advisor in months, not years Unmatched Support– Financial planning with expert case design from our attorney and CFP on...Full timeShift work
Center for Wealth Preservation
Woodbury, MNmore than 2 months ago - What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible to get ahead and do the right thing...Fixed term contract
$75k - $250k
Financial Advisor Berger Financial Group Inc Plymouth, Minnesota, United States About this position The Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The ideal...$50k
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$200k - $250k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...visit .Job DescriptionWe are seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred...Full timeWork at officeFlexible hoursWealth Enhancement Group
Minneapolis, MN4 days ago$55k - $95k
...What is the opportunity? As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on behalf of the FA Team with...Full timeWork at officeFlexible hoursRBC Capital Markets LLC
Saint Paul, MN4 days ago$55k - $95k
...Senior Financial Associate As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on behalf of the FA Team...Work at officeFlexible hoursRBC
Saint Paul, MN3 days ago- ...combining style, performance, and comfort in every step. We're looking for a hands-on, part-time Finance Associate to support the financial operations of the business. This is a builder's role — you'll bring structure, rigor, and forward visibility to a business that's...Contract workPart timeFor contractorsRemote work
Fuego Inc
Saint Paul, MN2 days ago - ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are. At Modern Woodmen of America, we have passion and purpose. We believe in what...Flexible hours
Modern Woodmen
Saint Paul, MN2 days ago - ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$92.82k - $109.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Work at officeLocal areaMonday to FridayUS Bank
Saint Paul, MN1 day ago- JPMorgan Chase & Co. in Minnesota seeks a Private Client Banker to be the main point of contact for affluent clients and other customers in the Branch. You will manage their banking relationship with an advisory approach and help them access products and services that ...
Next Frontier Capital
Saint Paul, MN1 day ago - ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Saint Paul, MN4 days ago $17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you’ll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands‑on experience,...Hourly payAssociated Banc-Corp
Saint Paul, MN3 days ago$43k - $75k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shiftBMO Financial
Saint Paul, MN10 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- estate planning consultant Saint Paul, MN
- financial consultant Saint Paul, MN
- financial advisor training program Saint Paul, MN
- finance associate Saint Paul, MN
- financial associate Saint Paul, MN
- financial advisor development program Saint Paul, MN
- financial planning administrator Saint Paul, MN
- financial counselor Saint Paul, MN
- wealth advisor Saint Paul, MN
- jde finance consultant Saint Paul, MN