Seleskie Financial · 1 day ago
Private Wealth Advisor
Mahtomedi, MN
Full-time
Onsite
Senior Level
5+ years expSeleskie Financial is a firm focused on wealth management, and they are seeking a Private Wealth Advisor to drive business development. The role primarily involves acquiring new clients and servicing existing ones, with a strong emphasis on achieving client retention and firm growth.
AdviceBusiness DevelopmentConsultingFinancial Services
Responsibilities
Identify and acquire new clients through networking, referrals, and proactive outreach
Develop and implement strategies to grow and capitalize on opportunities from current clients to increase both insurance premium production and AUM
Lead client meetings, presenting comprehensive financial planning including investment strategies and risk management for up to 150 client households
Provide white-glove service to existing clients, striving for a 97% client retention rate
Partner with their Second Chair to record case notes, document meeting outcomes, and follow-up on action items in a timely manner
Collaborate with the Planning Team to create and implement personalized financial plans for top clients
Leverage all Northwestern Mutual approved artificial intelligence (AI) regularly
Deliver presentations and conduct meetings with prospects to assess their financial needs and propose suitable solutions
Qualification
Required
Bachelor's degree in Business, Finance, or a similar field, or commensurate work experience required
FINRA SIE, Series 7, and Series 63 or 66 required (or ability to obtain)
MN Life & Health Insurance license required (or ability to obtain)
MN Variable Life Insurance License required (or ability to obtain)
CFP required (or ability to obtain)
5 years of experience as a Financial Advisor, Client Service Manager, Private Wealth Service Advisor, or a related discipline, with progressively elevated roles required
Attention to detail and accuracy required
Personable, with the ability to build rapport and trust quickly
Self-motivated with the ability to work both independently and as part of a team
High level of professionalism and client service orientation
Excellent written and verbal communication and presentation skills
Proficient in the utilization of Microsoft Office Suite
Preferred
ChFC, CLU, and/or RICP preferred
Company
Seleskie Financial
Seleskie Financial provides financial planning and advisory services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase