Financial Advisor

Treeline Wealth Management

Minnetonka, MN

Apply

JOB DETAILS

SKILLS

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

LOCATION

Minnetonka, MN

POSTED

30+ days ago

Benefits:

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.

Financial Advisor

Treeline Wealth Management

Minnetonka, MN

About the Company

Treeline Wealth Management

Similar Job Searches