Wealth Connect Advisor - Hopkins, MN

What you’d do

The Wealth Connect Advisor provides personalized financial education and investment advice to clients virtually and by phone. They assess client goals and develop tailored recommendations, focusing on onboarding new clients in the Emerging Affluent segment. Full-time role. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• FINRA Series 7 and 66 (or 63 and 65) licenses or ability to obtain in 180 days
• Required state insurance licenses or ability to obtain in 180 days
• Bachelor's degree or equivalent financial services experience
• 1-2+ years financial sales experience