Financial Advisor

Job DescriptionJob Description 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 Youll 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 Were 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.