Senior Wealth Advisor - Wealth Advisory - Minneapolis (Finance)

hirify.globalss="location">Location: Minneapolis, Minnesota, United States; office-based role

hirify.globalss="salary">Salary: $113,000–$225,000 annually in Minnesota, plus discretionary bonuses.

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services across 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Manage a book of client relationships as a relationship manager.
• Deliver Total Wealth Advisory through comprehensive, planning-led personal financial plans.
• Lead client strategy across financial and tax needs.
• Provide advice spanning investments, insurance, estate planning, and retirement planning.
• Delegate work appropriately and ensure high-touch service with strong follow-through.
• Support clients facing business liquidity, divorce, widowhood, caregiving, career shifts, and other multigenerational transitions.

hirify.globalss="requirements">Requirements

• Minimum of eight years of progressively responsible financial services experience.
• Bachelor’s degree required; relevant experience, education, and training may be accepted in lieu of a degree.
• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• FINRA Series 65 or 66 certification is required.
• Existing transferable book of business preferred.

hirify.globalss="culture-benefits">Culture & Benefits

• Collaborative compensation approach focused on career growth.
• Access to an organic prospect pipeline through individual tax clients and privately held businesses.
• Comprehensive wellness benefits supporting physical, financial, social, and emotional well-being.
• Benefits include health, dental, vision, and 401(k) coverage.
• Discretionary bonuses may be provided based on company performance and other factors.