Business Development, Business Growth, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Equal Employment Opportunity (EEO), Financial Planning, Financial Strategy, Maintain Compliance, Multitasking, Organizational Skills, Presentation/Verbal Skills, Private Wealth Management, Regulatory Compliance, Sales Prospecting, Series 7, Strategic Planning, Team Player, Training/Teaching, Wealth Management
- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
Financial Advisor – Wealth Management Practice
About the Role
Treeline Wealth Management is looking for an Financial Advisor to join a growing private wealth practice in Minnetonka.
This role is focused on building and managing client relationships, delivering comprehensive financial planning strategies, and contributing to long-term growth of the practice.
This is a strong opportunity for an advisor who wants to grow within an established team, with support, collaboration, and long-term client relationships already in place.
What You’ll Do
- Meet with prospective and existing clients to understand financial goals
- Deliver tailored financial planning strategies
- Build and maintain long-term client relationships
- Collaborate with internal team members on portfolio solutions
- Contribute to new client growth and business development
- Maintain compliance with Ameriprise and regulatory standards
What We’re Looking For
- Series 7 (and applicable licenses) required
- 5+ years of financial advisory or planning experience preferred
- Experience building or managing client relationships
- Strong communication and presentation skills
- Organized and able to manage multiple priorities
- Professional and team-oriented mindset
Why Join Treeline
- Established private wealth management practice
- Strong team environment with advisor support
- Opportunity for long-term client relationship growth
- Performance-based earning potential
- Professional development and advancement opportunities
Work Environment
- Office-based in Minnetonka, MN
- Client-facing role (in-office and occasional off-site meetings)
Equal Opportunity Employer
Treeline Wealth Management provides equal employment opportunities to all applicants without regard to any protected status.
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Treeline Wealth Management