Seleskie Financial
Overview
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The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business through onboarding new clients and households. While still responsible for servicing a curated book of business and attaining a 97% or higher client retention rate, they will primarily be measured on annual goals associated with significant firm growth. The Advisors will spend approximately 80% of their time dedicated to business development and 20% servicing their existing book, leaning heavily on their Second Chair for service support.
Essential Functions
Identify and acquire new clients through networking, referrals, and proactive outreach
Develop and implement strategies to grow and capitalize on opportunities from current clients to increase both insurance premium production and AUM
Lead client meetings, presenting comprehensive financial planning including investment strategies and risk management for up to 150 client households
Provide white-glove service to existing clients, striving for a 97% client retention rate
Partner with their Second Chair to record case notes, document meeting outcomes, and follow-up on action items in a timely manner
Collaborate with the Planning Team to create and implement personalized financial plans for top clients
Leverage all Northwestern Mutual approved artificial intelligence (AI) regularly
Deliver presentations and conduct meetings with prospects to assess their financial needs and propose suitable solutions
Required Education and Experience
Bachelor’s degree in Business, Finance, or a similar field, or commensurate work experience required
FINRA SIE, Series 7, and Series 63 or 66 required (or ability to obtain)
MN Life & Health Insurance license required (or ability to obtain)
MN Variable Life Insurance License required (or ability to obtain)
CFP required (or ability to obtain)
ChFC, CLU, and/or RICP preferred
5 years of experience as a Financial Advisor, Client Service Manager, Private Wealth Service Advisor, or a related discipline, with progressively elevated roles required
Attention to detail and accuracy required
Personable, with the ability to build rapport and trust quickly
Self-motivated with the ability to work both independently and as part of a team
High level of professionalism and client service orientation
Excellent written and verbal communication and presentation skills
Proficient in the utilization of Microsoft Office Suite
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services and Insurance Agencies and Brokerages
Referrals increase your chances of interviewing at Seleskie Financial by 2x
We’ve added details inferred from the description Medical insurance
Vision insurance
401(k)
Paid maternity leave
Pension plan
Paid paternity leave
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Get AI-powered advice on this job and more exclusive features.
The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business through onboarding new clients and households. While still responsible for servicing a curated book of business and attaining a 97% or higher client retention rate, they will primarily be measured on annual goals associated with significant firm growth. The Advisors will spend approximately 80% of their time dedicated to business development and 20% servicing their existing book, leaning heavily on their Second Chair for service support.
Essential Functions
Identify and acquire new clients through networking, referrals, and proactive outreach
Develop and implement strategies to grow and capitalize on opportunities from current clients to increase both insurance premium production and AUM
Lead client meetings, presenting comprehensive financial planning including investment strategies and risk management for up to 150 client households
Provide white-glove service to existing clients, striving for a 97% client retention rate
Partner with their Second Chair to record case notes, document meeting outcomes, and follow-up on action items in a timely manner
Collaborate with the Planning Team to create and implement personalized financial plans for top clients
Leverage all Northwestern Mutual approved artificial intelligence (AI) regularly
Deliver presentations and conduct meetings with prospects to assess their financial needs and propose suitable solutions
Required Education and Experience
Bachelor’s degree in Business, Finance, or a similar field, or commensurate work experience required
FINRA SIE, Series 7, and Series 63 or 66 required (or ability to obtain)
MN Life & Health Insurance license required (or ability to obtain)
MN Variable Life Insurance License required (or ability to obtain)
CFP required (or ability to obtain)
ChFC, CLU, and/or RICP preferred
5 years of experience as a Financial Advisor, Client Service Manager, Private Wealth Service Advisor, or a related discipline, with progressively elevated roles required
Attention to detail and accuracy required
Personable, with the ability to build rapport and trust quickly
Self-motivated with the ability to work both independently and as part of a team
High level of professionalism and client service orientation
Excellent written and verbal communication and presentation skills
Proficient in the utilization of Microsoft Office Suite
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services and Insurance Agencies and Brokerages
Referrals increase your chances of interviewing at Seleskie Financial by 2x
We’ve added details inferred from the description Medical insurance
Vision insurance
401(k)
Paid maternity leave
Pension plan
Paid paternity leave
Get notified about new Private Wealth Advisor jobs in
Mahtomedi, MN .
Minneapolis, MN $85,000.00-$150,000.00 1 week ago
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Minneapolis, MN $150,000.00-$200,000.00 1 week ago
Minneapolis, MN $149,515.00-$175,900.00 1 week ago
Bloomington, MN $75,000.00-$150,000.00 5 months ago
Minneapolis, MN $105,400.00-$124,000.00 1 week ago
Edina, MN $100,000.00-$250,000.00 2 weeks ago
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Minneapolis, MN $80,000.00-$105,000.00 4 months ago
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr