Financial Advisor

Work setup: In-office/Hybrid option in Edina, MN +
satellite/Remote office option case-by-case; other markets may be remote-first with supported coworking options.

W2 (salary + quarterly bonuses + benefits)

• Base salary starts at $50,000 if you have no clients
  ; increases with any portable book/revenue
• Once practice revenue exceeds $100,000
  , base is typically set at 50% of revenue
  , with quarterly bonuses that can bring total payout to 60%–75% of revenue as production grows
• Benefits include health insurance and a 401(k)

1099 (higher payout / independence)

• Higher payout structure; service/support model varies by selection

Flexibility: You can switch between W2 and 1099 at any pay period
.

A fast-growing, fully integrated financial services platform offering broker-dealer + RIA + insurance + tax/accounting under one roof. Built for advisors who want to run a planning-first practice with real support (planning, ops, coaching, shared services) while still owning their book.

• Planning support: internal CFP team support + joint appointments while you ramp
• Operations support: dedicated transitions/ops team supports paperwork, ACATs, account opening, follow-up
• Marketing support: firm-sponsored seminar marketing (accounting-side leads possible, not guaranteed)
• Ownership: you own your book on either W2 or 1099
• Growth path: leadership/team-building track for advisors who want it

• Build and grow your own book of business (planning-centric)
• Own client relationships: discovery, recommendations, ongoing reviews
• Deliver integrated advice across investments, retirement, insurance, and tax coordination
• Execute consistent business development with coaching and structure

Note: This is not a service-only role and not insurance-only.

• Planning-first mindset; willing to do business development
• Coachable, growth-oriented, entrepreneurial
• Licensing in combinations such as:
  65/66
  , 7 + 66
  , or 6/63 + 65 (others considered depending on track/state)

• 2–7 years experience in a client-facing advisory/financial services role (strong outliers considered)
• CFP or on the CFP path is a plus
• Planning-forward advisors, career changers with sales DNA + licensing willingness, and CPAs/EAs interested in adding wealth management