Wealth Advisor - Wealth Advisory - Minneapolis (Finance)

hirify.globalss="location">Location: Onsite in the Minneapolis downtown hirify.global office, Minneapolis, MN

hirify.globalss="salary">Salary: $72,000–$145,000 per year

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services.

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

• Support Senior Wealth Advisors in delivering comprehensive, holistic financial services.
• Develop new business opportunities in the marketplace.
• Create, implement, and continually review client financial plans.
• Advise clients on investment strategies and support tax, insurance, estate, and retirement planning.
• Coordinate with investment managers, brokers, partners, and internal teams to manage client activity.
• Prepare client presentations, oversee transaction processing, and resolve inquiries.

hirify.globalss="requirements">Requirements

• Three years of related financial services experience, or equivalent related experience in lieu of certification or licensing.
• 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.
• Series 65, Series 66, or equivalent certification is required.

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

• Collaborative environment focused on career growth.
• Benefits include health, dental, and vision coverage.
• 401(k) and additional wellness benefits supporting physical, financial, social, and emotional well-being.
• Equal opportunity employer with a focus on bringing diverse beliefs and perspectives to the workplace.