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28 Mar | Twin Cities, MN | RIA, Team Opportunity

Join MN RIA, Salary + New Asset Bonus (Retain Equity In Your Existing Practice)

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A Minnesota based independent financial advisory practice is seeking a motivated, experienced financial advisor to join their team. The ideal candidate has an established client base, capacity to work with more clients, and believes in financial planning. The firm is a registered investment adviser (RIA) and offers services on a fee basis including asset management and fixed planning fees.

What You Can Expect

  • Financial planning focused practice located in the Twin Cities Metro with other team members providing account service and operations support 
  • A competitive W-2 salary + % of AUM Fee + % of insurance commission 
  • Transition bonus for assets added during your transition to the firm
  • Ongoing new asset bonus opportunity for future clients
  • After a successful transition, opportunity to takeover as primary advisor for new and existing clients of the firm 
  • Retain equity in your existing practice and potential to gain shareholder equity in the firm 
  • Initial target compensation between $150k - $200k
  • You will have access to: 
    • Transition & Onboarding Team 
    • Account Set Up & Service Operations Support
    • Investment Management & Firm Model Management
    • Team Based Support Model & Office Space

Sunset over the Mississippi River and Marcy-Holmes, in Minneapolis, Minnesota.

Who We are Looking for 

  • A financial planner with a strong work ethic seeking to join a collaborative RIA structure  
  • An individual looking to work closely with other members of the practice and provide clients with fee based and insurance solutions
  • Someone who believes in utilizing comprehensive financial planning in their client service model
  • An advisor who believes in an actively managed approach to investment management
  • An advisor with the capacity and desire to service additional clients 
    • Support your clients through the process of joining the firm and gradually expand your responsibilities over time
    • Interest in building new relationships with existing clients across the firm
    • Employ financial strategies to help clients protect, save, and grow their assets 

The ideal advisor believes in the benefits of working in a team environment and strives to contribute to the long-term success of the practice.

Reach out to Vantage Impact if you are interested or would like to learn more about opportunities across the country.

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