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
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.
