Financial Advisor — Minneapolis–St. Paul

Job overview

The Financial Advisor role is onsite in Minneapolis, MN, serving the Minneapolis–St. Paul area, with stated compensation of $100,000–$300,000 per year. Trajan Wealth describes an integrated fiduciary model combining wealth management, estate planning, and tax strategy. The advisor develops the local market and client relationships through educational seminars, referrals, and community engagement. The role assesses clients’ financial goals and creates strategies that integrate investment management, tax planning, and estate considerations, working with internal planning, service, investment, and marketing teams.

What you'll do

• Host and present retirement and financial-planning seminars
• educate prospective clients on retirement income, investment management, annuities, trusts, and estate planning
• build local brand presence and client relationships
• conduct client and prospect meetings
• design and implement customized financial strategies
• and use firm CRM and operational resources while collaborating with internal teams.

What we're looking for

Skills & competencies

financial advisor

wealth management

retirement planning

investment management

estate planning

tax planning

minneapolis mn

minneapolis–st. paul

trajan wealth

$100k–$300k per year

series 65

series 7 and 66

cfp

401(k) match

Work arrangement

• Weekend coverage required

Benefits & perks

• $100,000 base salary plus uncapped variable compensation
• 401(k) match up to 13%
• company-paid employee medical coverage
• dental, vision, life, and disability insurance options
• holidays and paid time off.

Why this role

The posting describes a $100,000 base salary plus uncapped variable compensation and states that current top performers earn $300,000–$600,000 in total compensation. Benefits include a 401(k) match up to 13%, company-paid employee medical coverage, other insurance options, holidays, and paid time off.

About the employer

Trajan Wealth LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.