Stevens Foster Financial Advisors · 6 hours ago
Wealth Management Sales Executive
Bloomington, MN
Full-time
Hybrid
Senior Level
$90K/yr - $100K/yr
7+ years expStevens Foster Financial Advisors is focused on delivering integrated wealth management services. The Wealth Management Sales Executive leads new client acquisition efforts by building relationships with high-net-worth individuals and corporate executives, while overseeing strategic outreach initiatives and ensuring a seamless transition for new clients to the advisory team.
AdviceFinancial ServicesRisk Management
Responsibilities
Develop and execute a strategic business development plan targeting executives and families with complex financial needs
Identify, source, and acquire new clients through networking, referrals, targeted outreach, events, and community engagement
Build and maintain strong relationships with attorneys, CPAs, and centers of influence to expand the firm’s referral network
Provide insights to leadership about emerging business opportunities and market trends
Educate prospective clients on Stevens Foster’s integrated wealth management services
Qualify prospects and coordinate seamless transitions to Client Account Managers for discovery meetings
Support CAMs during onboarding to ensure new clients receive a cohesive, high-quality experience
Oversee firm marketing initiatives, including campaigns, sponsorships, advertising, and event coordination
Collaborate with the Office & Client Support Associate on content creation, marketing materials, website updates, and social media execution
Represent Stevens Foster at industry, networking, and community events to increase visibility and brand presence
Maintain accurate Redtail CRM records, including activities, prospect notes, and pipeline updates
Provide regular progress reports to firm leadership, including acquisition metrics and pipeline health
Achieve or exceed annual client acquisition and revenue targets
Qualification
Required
Bachelor's degree in business, marketing, finance, or related field preferred
7–10+ years of business development, marketing, or relationship management experience in wealth management, financial services, or professional services
Demonstrated success attracting and retaining high-net-worth and executive clients
Established Twin Cities referral network strongly preferred
Proficiency with CRM systems, especially Redtail
Experience managing marketing campaigns and coordinating external vendors
Strong command of Microsoft Office and digital communication tools
Excellent consultative communication, interpersonal, and presentation skills
Highly self-motivated, organized, and results-oriented
Ability to build trust quickly and communicate the value of a comprehensive wealth management approach
Strong follow-through, attention to detail, and professional judgment
Benefits
Medical (PPO and HSA options with 85% employer-paid employee coverage)
100% employer-paid dental for employees
Voluntary vision
Employer-funded HSA contributions
Company-paid life and disability insurance
Pre-tax FSA options
50% employer coverage of Minnesota Paid Family & Medical Leave (PFML) premiums
401(k) with up to a 5% employer match after one year of service
Company
Stevens Foster Financial Advisors
Stevens Foster Financial Advisors offers risk management, financial, estate, and tax planning services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase