Private Wealth Advisor

Job overview

The Private Wealth Advisor role is onsite in Saint Paul, MN. Compensation is not specified. Seleskie Financial’s advisor role focuses primarily on business development and client growth. The advisor develops new client relationships while servicing a curated book of business and working with a dedicated Private Wealth Service Advisor. The role contributes to firm growth through financial planning, investment and risk-management discussions, client retention, and coordinated follow-up.

What you'll do

• Acquire clients through networking, referrals, and outreach
• develop strategies to grow current-client opportunities in insurance premium production and assets under management
• lead financial planning meetings for up to 150 households
• provide service to existing clients with a 97% retention goal
• document meeting outcomes and follow up with a Second Chair
• collaborate with the Planning Team on personalized plans
• use approved artificial intelligence regularly
• and present solutions to prospects.

What we're looking for

Skills & competencies

private wealth advisor

financial planning

business development

client acquisition

investment strategies

risk management

insurance

client retention

saint paul mn

seleskie financial

second chair

Work arrangement

• Weekend coverage required

Why this role

The posting estimates the advisor will spend approximately 80% of time on business development and 20% servicing the existing book.

About the employer

Seleskie Financial is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.