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Financial Consultant Financial Advisor Wealth Management

Private Wealth Advisor: Holistic Planning & Relationships

Job in Woodbury, Washington County, Minnesota, USA
Listing for: Mnhomecare
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. This role emphasizes building client relationships and providing personalized investment solutions. Candidates should have at least 2 years of relevant experience, active Series 7 and Series 66 licenses. A Bachelor's degree and CFP certification are preferred. The position offers competitive compensation and benefits.

The location for this role is in Woodbury, Minnesota.
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