Benefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Experienced Financial Advisor – Wealth Management Practice
Company: Treeline Wealth Management (Ameriprise Private Wealth Advisory Practice) Location: Minnetonka, MN (Twin Cities area – local candidates only) Position Type: Full-Time
Compensation: $50,000–$70,000 base + performance-based incentives
About the Role
Treeline Wealth Management is looking for an Experienced Financial Advisor to join a growing private wealth practice in Minnetonka.
This role is focused on building and managing client relationships, delivering comprehensive financial planning strategies, and contributing to long-term growth of the practice.
This is a strong opportunity for an advisor who wants to grow within an established team, with support, collaboration, and long-term client relationships already in place.
What You’ll Do
Meet with prospective and existing clients to understand financial goals
Deliver tailored financial planning strategies
Build and maintain long-term client relationships
Collaborate with internal team members on portfolio solutions
Contribute to new client growth and business development
Maintain compliance with Ameriprise and regulatory standards
What We’re Looking For
Series 7 (and applicable licenses) required
5+ years of financial advisory or planning experience preferred
Experience building or managing client relationships
Strong communication and presentation skills
Organized and able to manage multiple priorities
Professional and team-oriented mindset
Why Join Treeline
Established private wealth management practice
Strong team environment with advisor support
Opportunity for long-term client relationship growth
Performance-based earning potential
Professional development and advancement opportunities
Work Environment
Office-based in Minnetonka, MN
Client-facing role (in-office and occasional off-site meetings)
Equal Opportunity Employer
Treeline Wealth Management provides equal employment opportunities to all applicants without regard to any protected status.